+219.9%
SLV vs ALNY
+260.0%
-40.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.1% |
| 7D | -2.8% | -6.5% | +3.7% | -2.7% |
| 30D | -1.6% | +11.0% | -12.6% | -1.9% |
| 3M | -4.4% | -14.1% | +9.6% | -4.3% |
| 6M | -25.4% | -22.4% | -3.0% | -25.0% |
| YTD | -9.8% | -37.5% | +27.7% | -8.8% |
| 1Y | +53.8% | -46.9% | +100.7% | +56.1% |
| 3Y | +174.7% | +22.1% | +152.6% | +172.0% |
| 5Y | +164.3% | +31.2% | +133.1% | +160.5% |
| All | +219.9% | +260.0% | -40.1% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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