+183.2%
SLV vs DRI
+339.9%
-156.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.4% |
| 7D | -1.1% | -0.7% | -0.4% | -1.0% |
| 30D | -14.2% | +14.7% | -28.9% | -15.4% |
| 3M | -20.3% | +5.4% | -25.8% | -20.8% |
| 6M | -40.2% | +18.8% | -59.0% | -41.4% |
| YTD | -27.6% | +28.4% | -55.9% | -29.7% |
| 1Y | +0.4% | +37.7% | -37.2% | -3.2% |
| 3Y | +129.4% | +68.0% | +61.4% | +114.8% |
| 5Y | +99.8% | +78.8% | +21.0% | +84.5% |
| 10Y | +183.2% | +334.2% | -150.9% | +132.4% |
| All | +183.2% | +339.9% | -156.6% | +132.4% |
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