+339.6%
SLV vs DHI
+502.5%
-162.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.2% |
| 7D | +2.8% | -2.3% | +5.1% | +3.0% |
| 30D | +2.2% | -5.3% | +7.5% | +2.7% |
| 3M | +2.9% | -7.8% | +10.7% | +3.5% |
| 6M | -22.4% | -5.4% | -17.0% | -22.2% |
| YTD | -5.7% | -2.7% | -3.1% | -5.8% |
| 1Y | +63.3% | -21.0% | +84.3% | +66.0% |
| 3Y | +189.0% | +22.2% | +166.8% | +179.6% |
| 5Y | +172.7% | +62.2% | +110.5% | +154.4% |
| 10Y | +235.3% | +414.3% | -179.0% | +179.8% |
| All | +339.6% | +502.5% | -162.9% | +238.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling