+10.3%
SLV vs CHD
+30.9%
-20.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.5% | +5.3% |
| 7D | -3.9% | +6.9% | -10.8% | -3.5% |
| 30D | -14.5% | +17.1% | -31.6% | -14.1% |
| 3M | -12.4% | +9.1% | -21.5% | -11.9% |
| 6M | -28.5% | +21.4% | -49.8% | -28.8% |
| YTD | -26.8% | +34.9% | -61.7% | -24.2% |
| 1Y | +10.3% | +31.0% | -20.7% | +13.5% |
| All | +10.3% | +30.9% | -20.6% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling