+317.6%
SLV vs DOW
-15.9%
+333.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.8% | +2.4% |
| 7D | +2.8% | -6.0% | +8.8% | +3.7% |
| 30D | +2.2% | -2.7% | +4.9% | +2.6% |
| 3M | +2.9% | -10.5% | +13.4% | +4.4% |
| 6M | -22.4% | -12.4% | -10.0% | -21.7% |
| YTD | -5.7% | +30.0% | -35.8% | -10.6% |
| 1Y | +63.3% | +27.8% | +35.5% | +54.6% |
| 3Y | +189.0% | -34.9% | +223.9% | +201.6% |
| 5Y | +172.7% | -35.9% | +208.5% | +182.0% |
| All | +317.6% | -15.9% | +333.5% | +287.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling