+237.7%
SLV vs ASX
+2,379.4%
-2,141.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.6% | -6.2% | -0.8% |
| 7D | -1.1% | +0.8% | -1.9% | -1.8% |
| 30D | -14.2% | -20.4% | +6.3% | -11.5% |
| 3M | -20.3% | -2.1% | -18.2% | -20.8% |
| 6M | -40.2% | +8.2% | -48.4% | -42.1% |
| YTD | -27.6% | +137.3% | -164.9% | -38.3% |
| 1Y | +0.4% | +155.0% | -154.6% | -15.4% |
| 3Y | +129.4% | +397.9% | -268.6% | +71.8% |
| 5Y | +99.8% | +529.2% | -429.5% | +41.7% |
| 10Y | +183.2% | +1,007.5% | -824.3% | +76.6% |
| All | +237.7% | +2,379.4% | -2,141.6% | +59.1% |
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 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