+182.0%
SLV vs ED
+143.7%
+38.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -3.9% | -1.7% | -2.1% | -3.7% |
| 30D | -15.6% | +10.7% | -26.3% | -16.4% |
| 3M | -23.6% | +11.6% | -35.2% | -24.4% |
| 6M | -42.6% | +13.5% | -56.1% | -43.3% |
| YTD | -30.0% | +23.1% | -53.1% | -31.7% |
| 1Y | -6.6% | +23.1% | -29.7% | -8.9% |
| 3Y | +121.8% | +47.9% | +73.9% | +109.4% |
| 5Y | +92.7% | +83.9% | +8.8% | +78.8% |
| All | +182.0% | +143.7% | +38.3% | +145.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling