+123.7%
SLV vs DOC
+43.5%
+80.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.1% | +4.4% |
| 7D | -3.9% | +8.7% | -12.6% | -5.8% |
| 30D | -14.5% | +7.6% | -22.1% | -16.0% |
| 3M | -12.4% | -5.3% | -7.1% | -11.3% |
| 6M | -28.5% | +27.6% | -56.1% | -33.4% |
| YTD | -26.8% | +32.4% | -59.2% | -32.3% |
| 1Y | +10.3% | +22.9% | -12.5% | +3.6% |
| All | +123.7% | +43.5% | +80.2% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 3y: compounded portfolio wealth divided by compounded DOC 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…
3y analysis · Full analysis span regression · 6 months rolling