+106.9%
SLV vs ED
+80.7%
+26.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.2% | +0.1% |
| 7D | +5.1% | +1.6% | +3.4% | +4.9% |
| 30D | -12.9% | +13.3% | -26.2% | -14.1% |
| 3M | -16.1% | +9.7% | -25.8% | -17.0% |
| 6M | -33.2% | +12.8% | -46.0% | -34.3% |
| YTD | -27.2% | +22.3% | -49.6% | -29.7% |
| 1Y | +7.6% | +26.3% | -18.7% | +3.2% |
| 3Y | +122.3% | +45.0% | +77.3% | +100.2% |
| All | +106.9% | +80.7% | +26.3% | +89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling