+172.7%
SLV vs EFA
+53.1%
+119.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +3.2% |
| 7D | +2.8% | -0.5% | +3.3% | +3.2% |
| 30D | +2.2% | -1.3% | +3.5% | +3.5% |
| 3M | +2.9% | +5.2% | -2.3% | -1.1% |
| 6M | -22.4% | +9.4% | -31.8% | -27.1% |
| YTD | -5.7% | +12.7% | -18.5% | -12.3% |
| 1Y | +63.3% | +19.3% | +44.0% | +46.7% |
| 3Y | +189.0% | +66.3% | +122.7% | +111.2% |
| 5Y | +172.7% | +53.4% | +119.3% | +94.1% |
| All | +172.7% | +53.1% | +119.5% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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