+92.7%
SLV vs ARWR
-38.4%
+131.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -2.9% |
| 7D | -3.9% | -17.9% | +14.1% | -2.4% |
| 30D | -15.6% | -18.9% | +3.2% | -14.3% |
| 3M | -23.6% | -46.0% | +22.4% | -19.9% |
| 6M | -42.6% | -40.3% | -2.2% | -40.4% |
| YTD | -30.0% | -29.0% | -1.0% | -28.4% |
| 1Y | -6.6% | +13.8% | -20.5% | -7.6% |
| 3Y | +121.8% | +74.9% | +46.9% | +108.3% |
| 5Y | +92.7% | -36.2% | +128.9% | +82.4% |
| All | +92.7% | -38.4% | +131.0% | +82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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