+167.8%
SLV vs DOW
-37.1%
+204.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +2.5% | -2.9% | +5.4% | +3.0% |
| 30D | +3.3% | +2.0% | +1.3% | +2.9% |
| 3M | -3.6% | -12.5% | +8.9% | -1.6% |
| 6M | -21.8% | -9.2% | -12.6% | -21.8% |
| YTD | -7.8% | +30.8% | -38.6% | -13.8% |
| 1Y | +58.3% | +29.4% | +28.9% | +47.6% |
| 3Y | +182.6% | -34.6% | +217.1% | +205.7% |
| 5Y | +167.8% | -35.9% | +203.7% | +183.3% |
| All | +167.8% | -37.1% | +204.9% | +183.3% |
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