+89.9%
SLV vs ED
+85.1%
+4.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.3% |
| 7D | -5.8% | +2.1% | -7.9% | -6.0% |
| 30D | -12.1% | +10.4% | -22.5% | -13.1% |
| 3M | -24.1% | +12.5% | -36.7% | -25.1% |
| 6M | -44.4% | +14.9% | -59.3% | -45.4% |
| YTD | -31.5% | +24.8% | -56.3% | -34.0% |
| 1Y | -6.9% | +23.8% | -30.8% | -10.3% |
| 3Y | +116.0% | +51.6% | +64.4% | +92.0% |
| All | +89.9% | +85.1% | +4.8% | +69.2% |
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 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