+165.7%
SLV vs COO
-38.8%
+204.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.9% |
| 7D | -0.3% | -2.2% | +1.9% | +0.1% |
| 30D | +6.7% | -7.0% | +13.7% | +8.2% |
| 3M | -10.7% | +12.2% | -22.9% | -13.3% |
| 6M | -20.6% | -15.1% | -5.5% | -17.9% |
| YTD | -7.1% | -15.1% | +8.0% | -4.1% |
| 1Y | +62.0% | +2.3% | +59.6% | +60.3% |
| 3Y | +169.8% | -23.7% | +193.5% | +180.2% |
| All | +165.7% | -38.8% | +204.5% | +154.7% |
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