+333.1%
SLV vs DLTR
+1,400.8%
-1,067.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -0.3% | +2.5% | -2.8% | -0.5% |
| 30D | +6.7% | +2.1% | +4.6% | +6.5% |
| 3M | -10.7% | +20.3% | -31.0% | -11.6% |
| 6M | -20.6% | +11.5% | -32.1% | -21.2% |
| YTD | -7.1% | +6.8% | -14.0% | -7.7% |
| 1Y | +62.0% | +31.1% | +30.9% | +59.4% |
| 3Y | +169.8% | +10.7% | +159.1% | +164.8% |
| 5Y | +161.5% | +41.6% | +119.8% | +154.7% |
| 10Y | +224.4% | +58.1% | +166.3% | +214.0% |
| All | +333.1% | +1,400.8% | -1,067.7% | +317.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling