+183.2%
SLV vs ALLY
+182.4%
+0.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.2% |
| 7D | -1.1% | -2.8% | +1.7% | -0.8% |
| 30D | -14.2% | +1.9% | -16.1% | -14.3% |
| 3M | -20.3% | -12.1% | -8.2% | -19.2% |
| 6M | -40.2% | -9.0% | -31.2% | -39.6% |
| YTD | -27.6% | -12.9% | -14.7% | -26.6% |
| 1Y | +0.4% | -0.1% | +0.5% | +0.4% |
| 3Y | +129.4% | +64.6% | +64.8% | +115.0% |
| 5Y | +99.8% | -10.1% | +109.9% | +95.8% |
| 10Y | +183.2% | +176.7% | +6.6% | +152.5% |
| All | +183.2% | +182.4% | +0.9% | +152.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALLY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling