+239.3%
SLV vs ASX
+1,973.6%
-1,734.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.6% | -1.2% |
| 7D | +5.1% | -19.9% | +25.0% | +8.5% |
| 30D | -12.9% | -30.9% | +18.0% | -7.9% |
| 3M | -16.1% | -15.1% | -1.0% | -14.5% |
| 6M | -33.2% | -6.5% | -26.7% | -33.6% |
| YTD | -27.2% | +98.4% | -125.7% | -36.0% |
| 1Y | +7.6% | +107.9% | -100.2% | -6.1% |
| 3Y | +122.3% | +325.3% | -202.9% | +71.2% |
| 5Y | +109.7% | +447.3% | -337.6% | +52.5% |
| 10Y | +168.4% | +763.2% | -594.8% | +74.5% |
| All | +239.3% | +1,973.6% | -1,734.2% | +64.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling