+89.9%
SLV vs CI
+49.5%
+40.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -5.8% | +1.2% | -7.0% | -5.8% |
| 30D | -12.1% | +2.6% | -14.7% | -12.1% |
| 3M | -24.1% | +7.4% | -31.6% | -24.0% |
| 6M | -44.4% | -0.1% | -44.3% | -44.3% |
| YTD | -31.5% | +9.7% | -41.2% | -31.3% |
| 1Y | -6.9% | +12.1% | -19.1% | -6.7% |
| 3Y | +116.0% | +7.0% | +109.0% | +114.6% |
| All | +89.9% | +49.5% | +40.4% | +79.7% |
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