+167.8%
SLV vs DKS
+9.4%
+158.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -0.4% |
| 7D | +2.5% | -0.4% | +2.9% | +2.5% |
| 30D | +3.3% | -36.6% | +39.9% | +6.1% |
| 3M | -3.6% | -37.6% | +34.0% | -0.8% |
| 6M | -21.8% | -32.1% | +10.3% | -20.0% |
| YTD | -7.8% | -32.3% | +24.5% | -5.7% |
| 1Y | +58.3% | -39.5% | +97.8% | +62.7% |
| 3Y | +182.6% | +27.7% | +154.9% | +180.3% |
| 5Y | +167.8% | +15.0% | +152.8% | +160.1% |
| All | +167.8% | +9.4% | +158.4% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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