+311.4%
SLV vs DOW
-15.8%
+327.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | -0.8% |
| 7D | -0.3% | -2.4% | +2.1% | 0.0% |
| 30D | +6.7% | +0.4% | +6.3% | +6.6% |
| 3M | -10.7% | -14.4% | +3.7% | -8.8% |
| 6M | -20.6% | -7.0% | -13.6% | -20.7% |
| YTD | -7.1% | +30.2% | -37.3% | -12.0% |
| 1Y | +62.0% | +29.2% | +32.8% | +53.0% |
| 3Y | +169.8% | -36.7% | +206.5% | +182.8% |
| 5Y | +161.5% | -37.7% | +199.1% | +171.4% |
| All | +311.4% | -15.8% | +327.2% | +281.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling