+175.9%
SLV vs DRI
+370.8%
-194.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.2% | +2.6% |
| 7D | +5.6% | +3.1% | +2.5% | +5.3% |
| 30D | -12.1% | +16.2% | -28.4% | -13.5% |
| 3M | -16.3% | +8.4% | -24.6% | -17.0% |
| 6M | -34.1% | +19.0% | -53.1% | -35.4% |
| YTD | -25.3% | +28.8% | -54.1% | -27.4% |
| 1Y | +9.6% | +33.1% | -23.5% | +6.0% |
| 3Y | +132.7% | +70.8% | +61.9% | +117.6% |
| 5Y | +113.7% | +74.2% | +39.4% | +97.9% |
| 10Y | +175.9% | +345.5% | -169.6% | +129.9% |
| All | +175.9% | +370.8% | -194.9% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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