+167.8%
SLV vs CHD
+21.8%
+146.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.3% | -0.8% |
| 7D | +2.5% | -2.9% | +5.4% | +2.4% |
| 30D | +3.3% | -6.2% | +9.5% | +3.0% |
| 3M | -3.6% | +1.6% | -5.1% | -3.5% |
| 6M | -21.8% | -3.5% | -18.3% | -21.9% |
| YTD | -7.8% | +16.2% | -24.1% | -7.0% |
| 1Y | +58.3% | +3.4% | +54.9% | +59.2% |
| 3Y | +182.6% | +4.6% | +178.0% | +182.6% |
| 5Y | +167.8% | +21.1% | +146.7% | +172.4% |
| All | +167.8% | +21.8% | +146.0% | +172.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling