+165.7%
SLV vs ALLY
+1.6%
+164.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -0.3% | +3.7% | -4.0% | -0.7% |
| 30D | +6.7% | -2.3% | +8.9% | +6.9% |
| 3M | -10.7% | +3.8% | -14.5% | -11.1% |
| 6M | -20.6% | +9.7% | -30.3% | -21.5% |
| YTD | -7.1% | -1.4% | -5.7% | -7.2% |
| 1Y | +62.0% | +8.2% | +53.7% | +60.3% |
| 3Y | +169.8% | +66.5% | +103.3% | +154.0% |
| All | +165.7% | +1.6% | +164.1% | +148.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling