+167.8%
SLV vs CIEN
+514.2%
-346.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.3% | -7.1% | -1.7% |
| 7D | +2.5% | -5.3% | +7.8% | +3.1% |
| 30D | +3.3% | -17.2% | +20.5% | +5.8% |
| 3M | -3.6% | -26.9% | +23.3% | 0.0% |
| 6M | -21.8% | +16.0% | -37.8% | -24.4% |
| YTD | -7.8% | +45.9% | -53.8% | -13.3% |
| 1Y | +58.3% | +186.8% | -128.5% | +39.5% |
| 3Y | +182.6% | +607.8% | -425.2% | +120.3% |
| 5Y | +167.8% | +506.7% | -338.9% | +101.0% |
| All | +167.8% | +514.2% | -346.4% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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