+62.0%
SLV vs ED
+12.4%
+49.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.8% |
| 7D | -0.3% | -0.2% | -0.1% | -0.4% |
| 30D | +6.7% | -0.1% | +6.8% | +6.8% |
| 3M | -10.7% | +3.9% | -14.6% | -9.4% |
| 6M | -20.6% | -3.0% | -17.6% | -20.2% |
| YTD | -7.1% | +10.7% | -17.8% | -4.8% |
| 1Y | +62.0% | +13.3% | +48.6% | +65.7% |
| All | +62.0% | +12.4% | +49.6% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling