+92.7%
SLV vs COO
-39.4%
+132.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.0% |
| 7D | -3.9% | -2.1% | -1.8% | -3.4% |
| 30D | -15.6% | +13.9% | -29.6% | -17.9% |
| 3M | -23.6% | -18.9% | -4.7% | -20.6% |
| 6M | -42.6% | +3.7% | -46.3% | -43.6% |
| YTD | -30.0% | -24.1% | -5.8% | -26.2% |
| 1Y | -6.6% | -14.2% | +7.6% | -4.3% |
| 3Y | +121.8% | -24.5% | +146.3% | +128.8% |
| 5Y | +92.7% | -40.4% | +133.1% | +95.1% |
| All | +92.7% | -39.4% | +132.1% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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