+106.9%
SLV vs DOCN
-32.3%
+139.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.3% |
| 7D | +5.1% | -19.2% | +24.2% | +6.7% |
| 30D | -12.9% | -43.1% | +30.1% | -9.3% |
| 3M | -16.1% | -40.7% | +24.6% | -13.0% |
| 6M | -33.2% | -55.0% | +21.8% | -29.7% |
| YTD | -27.2% | +50.6% | -77.9% | -30.3% |
| 1Y | +7.6% | +54.0% | -46.3% | +2.9% |
| 3Y | +122.3% | +203.9% | -81.6% | +99.5% |
| All | +106.9% | -32.3% | +139.2% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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