+126.5%
SLV vs DOW
-23.4%
+150.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.1% |
| 7D | +5.1% | -9.5% | +14.6% | +6.3% |
| 30D | -12.9% | +13.1% | -26.0% | -14.5% |
| 3M | -16.1% | +4.8% | -20.9% | -16.8% |
| 6M | -33.2% | -16.7% | -16.5% | -31.6% |
| YTD | -27.2% | +38.9% | -66.1% | -32.3% |
| 1Y | +7.6% | +48.3% | -40.7% | -0.9% |
| All | +126.5% | -23.4% | +150.0% | +139.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling