+164.3%
SLV vs DHI
+61.2%
+103.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.9% |
| 7D | -2.8% | -3.4% | +0.6% | -2.5% |
| 30D | -1.6% | -5.4% | +3.8% | -1.0% |
| 3M | -4.4% | -10.4% | +6.0% | -3.5% |
| 6M | -25.4% | -2.8% | -22.6% | -25.5% |
| YTD | -9.8% | -3.4% | -6.4% | -9.9% |
| 1Y | +53.8% | -22.9% | +76.7% | +56.8% |
| 3Y | +174.7% | +20.7% | +154.0% | +163.8% |
| All | +164.3% | +61.2% | +103.1% | +136.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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