+171.1%
SLV vs ASX
+754.3%
-583.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.6% | -1.4% |
| 7D | +5.1% | -19.9% | +25.0% | +9.0% |
| 30D | -12.9% | -30.9% | +18.0% | -7.2% |
| 3M | -16.1% | -15.1% | -1.0% | -14.2% |
| 6M | -33.2% | -6.5% | -26.7% | -33.7% |
| YTD | -27.2% | +98.4% | -125.7% | -37.0% |
| 1Y | +7.6% | +107.9% | -100.2% | -7.6% |
| 3Y | +122.3% | +325.3% | -202.9% | +67.4% |
| 5Y | +109.7% | +447.3% | -337.6% | +48.7% |
| All | +171.1% | +754.3% | -583.2% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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