+220.8%
SLV vs DOW
-6.9%
+227.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.4% | -3.0% | -0.1% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | -14.2% | +15.7% | -29.9% | -16.1% |
| 3M | -20.3% | +5.3% | -25.6% | -21.1% |
| 6M | -40.2% | -14.2% | -26.0% | -39.1% |
| YTD | -27.6% | +43.9% | -71.5% | -32.5% |
| 1Y | +0.4% | +53.1% | -52.6% | -7.3% |
| 3Y | +129.4% | -21.8% | +151.2% | +132.5% |
| 5Y | +99.8% | -28.3% | +128.1% | +103.0% |
| All | +220.8% | -6.9% | +227.8% | +192.6% |
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