+165.7%
SLV vs DOC
-24.5%
+190.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.8% |
| 7D | -0.3% | -1.5% | +1.1% | 0.0% |
| 30D | +6.7% | -4.8% | +11.5% | +7.9% |
| 3M | -10.7% | +6.9% | -17.6% | -12.5% |
| 6M | -20.6% | +20.7% | -41.3% | -24.8% |
| YTD | -7.1% | +34.1% | -41.3% | -14.2% |
| 1Y | +62.0% | +22.6% | +39.3% | +52.3% |
| 3Y | +169.8% | +20.8% | +149.0% | +152.6% |
| All | +165.7% | -24.5% | +190.3% | +162.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling