+164.7%
SLV vs ASX
+878.5%
-713.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.3% | -6.7% | -4.1% |
| 7D | +3.7% | -9.1% | +12.8% | +4.9% |
| 30D | -15.2% | -23.6% | +8.4% | -11.4% |
| 3M | -21.8% | -5.6% | -16.2% | -21.7% |
| 6M | -36.3% | +4.7% | -41.0% | -38.2% |
| YTD | -27.8% | +122.6% | -150.4% | -39.0% |
| 1Y | +1.5% | +133.0% | -131.5% | -14.8% |
| 3Y | +128.5% | +367.1% | -238.6% | +68.7% |
| 5Y | +103.2% | +504.7% | -401.5% | +41.1% |
| 10Y | +164.7% | +887.2% | -722.5% | +59.0% |
| All | +164.7% | +878.5% | -713.8% | +59.0% |
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