+165.7%
SLV vs DRI
+72.9%
+92.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -0.3% | +0.6% | -0.9% | -0.4% |
| 30D | +6.7% | +3.8% | +2.8% | +6.3% |
| 3M | -10.7% | +13.0% | -23.7% | -11.9% |
| 6M | -20.6% | +8.3% | -28.9% | -21.4% |
| YTD | -7.1% | +20.6% | -27.8% | -9.2% |
| 1Y | +62.0% | +6.5% | +55.5% | +60.3% |
| 3Y | +169.8% | +53.7% | +116.1% | +153.7% |
| All | +165.7% | +72.9% | +92.8% | +140.5% |
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