+122.3%
SLV vs D
+79.5%
+42.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.1% |
| 7D | +5.1% | +3.0% | +2.1% | +4.6% |
| 30D | -12.9% | +11.5% | -24.4% | -14.6% |
| 3M | -16.1% | +3.7% | -19.8% | -16.6% |
| 6M | -33.2% | +13.5% | -46.7% | -35.1% |
| YTD | -27.2% | +20.7% | -48.0% | -30.1% |
| 1Y | +7.6% | +18.2% | -10.6% | +3.7% |
| 3Y | +122.3% | +73.3% | +49.0% | +90.2% |
| All | +122.3% | +79.5% | +42.8% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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