+165.7%
SLV vs DG
-35.0%
+200.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.3% |
| 7D | -0.3% | +8.4% | -8.7% | -1.0% |
| 30D | +6.7% | +4.9% | +1.7% | +6.3% |
| 3M | -10.7% | +29.3% | -40.0% | -12.7% |
| 6M | -20.6% | -11.3% | -9.3% | -19.8% |
| YTD | -7.1% | +1.8% | -8.9% | -7.1% |
| 1Y | +62.0% | +25.3% | +36.6% | +60.1% |
| 3Y | +169.8% | +9.1% | +160.7% | +165.8% |
| All | +165.7% | -35.0% | +200.7% | +160.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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