+177.1%
SLV vs ASX
+390.9%
-213.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -0.3% | -0.7% | +0.4% | -0.2% |
| 30D | +6.7% | +2.0% | +4.7% | +6.0% |
| 3M | -10.7% | -1.3% | -9.4% | -11.7% |
| 6M | -20.6% | +71.4% | -92.0% | -33.3% |
| YTD | -7.1% | +135.3% | -142.5% | -27.4% |
| 1Y | +62.0% | +267.5% | -205.5% | +14.2% |
| All | +177.1% | +390.9% | -213.8% | +85.5% |
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