+106.9%
SLV vs CI
+49.9%
+57.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.2% |
| 7D | +5.1% | -1.6% | +6.6% | +5.1% |
| 30D | -12.9% | +5.4% | -18.3% | -12.9% |
| 3M | -16.1% | +7.3% | -23.3% | -16.0% |
| 6M | -33.2% | +5.3% | -38.5% | -33.1% |
| YTD | -27.2% | +8.5% | -35.7% | -27.0% |
| 1Y | +7.6% | +17.1% | -9.5% | +7.9% |
| 3Y | +122.3% | +1.4% | +120.9% | +122.1% |
| All | +106.9% | +49.9% | +57.1% | +95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling