+128.5%
SLV vs D
+74.2%
+54.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | +3.7% | +2.4% | +1.3% | +3.2% |
| 30D | -15.2% | +10.9% | -26.1% | -16.7% |
| 3M | -21.8% | +2.8% | -24.6% | -22.2% |
| 6M | -36.3% | +12.7% | -49.0% | -38.1% |
| YTD | -27.8% | +20.3% | -48.2% | -30.6% |
| 1Y | +1.5% | +17.1% | -15.6% | -2.1% |
| 3Y | +128.5% | +75.1% | +53.4% | +94.0% |
| All | +128.5% | +74.2% | +54.3% | +94.0% |
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