+172.7%
SLV vs DLTR
+27.2%
+145.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.6% | +6.8% | +2.6% |
| 7D | +2.8% | -10.2% | +13.0% | +3.6% |
| 30D | +2.2% | -8.5% | +10.7% | +2.8% |
| 3M | +2.9% | +5.6% | -2.7% | +2.1% |
| 6M | -22.4% | +2.2% | -24.6% | -22.9% |
| YTD | -5.7% | -3.8% | -2.0% | -6.0% |
| 1Y | +63.3% | +22.9% | +40.4% | +59.8% |
| 3Y | +189.0% | +2.0% | +187.0% | +179.8% |
| 5Y | +172.7% | +29.8% | +142.8% | +193.8% |
| All | +172.7% | +27.2% | +145.5% | +193.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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