+92.7%
SLV vs CNC
-7.2%
+99.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.3% |
| 7D | -3.9% | -5.3% | +1.4% | -3.8% |
| 30D | -15.6% | +2.0% | -17.7% | -15.7% |
| 3M | -23.6% | +4.8% | -28.4% | -23.7% |
| 6M | -42.6% | +18.5% | -61.0% | -42.7% |
| YTD | -30.0% | +70.8% | -100.7% | -30.3% |
| 1Y | -6.6% | +94.1% | -100.7% | -7.1% |
| 3Y | +121.8% | -2.2% | +124.1% | +123.1% |
| 5Y | +92.7% | -7.4% | +100.0% | +93.9% |
| All | +92.7% | -7.2% | +99.9% | +93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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