+106.9%
SLV vs DRI
+74.0%
+32.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +5.1% | +2.8% | +2.3% | +4.8% |
| 30D | -12.9% | +13.3% | -26.2% | -14.0% |
| 3M | -16.1% | +8.2% | -24.3% | -16.8% |
| 6M | -33.2% | +17.5% | -50.7% | -34.4% |
| YTD | -27.2% | +26.9% | -54.2% | -29.3% |
| 1Y | +7.6% | +31.6% | -23.9% | +4.1% |
| 3Y | +122.3% | +67.0% | +55.4% | +106.4% |
| All | +106.9% | +74.0% | +32.9% | +85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling