+108.0%
SLV vs DOW
-29.5%
+137.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.1% |
| 7D | +5.1% | -9.5% | +14.6% | +6.6% |
| 30D | -12.9% | +13.1% | -26.0% | -14.8% |
| 3M | -16.1% | +4.8% | -20.9% | -17.0% |
| 6M | -33.2% | -16.7% | -16.5% | -31.4% |
| YTD | -27.2% | +38.9% | -66.1% | -32.8% |
| 1Y | +7.6% | +48.3% | -40.7% | -1.8% |
| 3Y | +122.3% | -24.4% | +146.7% | +134.1% |
| All | +108.0% | -29.5% | +137.5% | +117.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling