+171.7%
SLV vs CMI
+147.2%
+24.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -5.0% |
| 7D | -5.0% | +0.8% | -5.9% | -5.4% |
| 30D | -1.8% | -12.8% | +11.0% | +3.4% |
| 3M | -0.3% | -12.4% | +12.2% | +4.4% |
| 6M | -28.2% | -0.9% | -27.3% | -28.4% |
| YTD | -10.7% | +8.9% | -19.6% | -11.6% |
| 1Y | +53.7% | +37.7% | +16.0% | +45.2% |
| All | +171.7% | +147.2% | +24.6% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 3y: compounded portfolio wealth divided by compounded CMI 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…
3y analysis · Full analysis span regression · 6 months rolling