+106.9%
SLV vs CSGP
-63.4%
+170.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.1% |
| 7D | +5.1% | +1.3% | +3.8% | +5.0% |
| 30D | -12.9% | +10.7% | -23.6% | -13.5% |
| 3M | -16.1% | +3.3% | -19.4% | -16.5% |
| 6M | -33.2% | -10.3% | -22.8% | -32.9% |
| YTD | -27.2% | -54.6% | +27.3% | -22.7% |
| 1Y | +7.6% | -54.6% | +62.3% | +14.3% |
| 3Y | +122.3% | -60.3% | +182.7% | +136.4% |
| All | +106.9% | -63.4% | +170.3% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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