+218.9%
SLV vs DRI
+350.3%
-131.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.1% | -0.6% |
| 7D | +2.5% | -1.2% | +3.7% | +2.6% |
| 30D | +3.3% | -0.4% | +3.6% | +3.3% |
| 3M | -3.6% | +9.5% | -13.1% | -4.6% |
| 6M | -21.8% | +6.5% | -28.3% | -22.5% |
| YTD | -7.8% | +18.4% | -26.3% | -9.7% |
| 1Y | +58.3% | +4.2% | +54.1% | +57.0% |
| 3Y | +182.6% | +57.1% | +125.5% | +166.5% |
| 5Y | +167.8% | +70.4% | +97.4% | +148.4% |
| 10Y | +218.9% | +354.0% | -135.2% | +147.8% |
| All | +218.9% | +350.3% | -131.4% | +147.8% |
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