+110.0%
SLV vs DOCN
-34.6%
+144.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -15.9% | +15.4% | +0.8% |
| 7D | -0.7% | -29.3% | +28.5% | +1.8% |
| 30D | -15.4% | -46.0% | +30.7% | -11.4% |
| 3M | -16.3% | -43.2% | +26.9% | -13.0% |
| 6M | -28.8% | -53.7% | +24.9% | -25.2% |
| YTD | -27.1% | +46.9% | -74.1% | -30.1% |
| 1Y | +7.5% | +54.3% | -46.8% | +2.8% |
| 3Y | +121.2% | +185.5% | -64.4% | +99.2% |
| 5Y | +110.0% | -31.1% | +141.1% | +98.7% |
| All | +110.0% | -34.6% | +144.5% | +98.7% |
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