+182.0%
SLV vs CI
+145.6%
+36.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -3.2% |
| 7D | -3.9% | -1.7% | -2.1% | -3.8% |
| 30D | -15.6% | +4.9% | -20.5% | -15.8% |
| 3M | -23.6% | +7.4% | -31.0% | -23.8% |
| 6M | -42.6% | +0.4% | -42.9% | -42.6% |
| YTD | -30.0% | +9.5% | -39.4% | -30.3% |
| 1Y | -6.6% | +12.0% | -18.6% | -7.2% |
| 3Y | +121.8% | +7.1% | +114.7% | +118.9% |
| 5Y | +92.7% | +49.3% | +43.3% | +84.5% |
| All | +182.0% | +145.6% | +36.4% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling