+165.7%
SLV vs ARWR
+28.5%
+137.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -0.3% | +1.7% | -2.0% | -0.5% |
| 30D | +6.7% | -0.7% | +7.3% | +6.7% |
| 3M | -10.7% | +14.9% | -25.6% | -11.8% |
| 6M | -20.6% | +32.6% | -53.2% | -22.5% |
| YTD | -7.1% | +30.0% | -37.2% | -9.3% |
| 1Y | +62.0% | +208.4% | -146.4% | +49.7% |
| 3Y | +169.8% | +208.8% | -39.0% | +142.5% |
| All | +165.7% | +28.5% | +137.3% | +138.9% |
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