+120.9%
SLV vs ASX
+376.6%
-255.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.0% | +0.8% | -2.2% |
| 7D | -3.9% | +22.1% | -26.0% | -8.9% |
| 30D | -15.6% | -23.8% | +8.1% | -10.3% |
| 3M | -23.6% | -7.6% | -16.0% | -23.2% |
| 6M | -42.6% | +6.9% | -49.5% | -45.7% |
| YTD | -30.0% | +127.7% | -157.6% | -46.3% |
| 1Y | -6.6% | +144.5% | -151.2% | -29.7% |
| All | +120.9% | +376.6% | -255.8% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling