+172.7%
SLV vs EFX
-36.4%
+209.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.1% | +4.3% | +2.4% |
| 7D | +2.8% | -9.4% | +12.2% | +3.6% |
| 30D | +2.2% | -6.9% | +9.1% | +2.8% |
| 3M | +2.9% | +0.1% | +2.8% | +2.6% |
| 6M | -22.4% | -17.3% | -5.1% | -21.3% |
| YTD | -5.7% | -21.8% | +16.1% | -3.9% |
| 1Y | +63.3% | -32.5% | +95.9% | +69.4% |
| 3Y | +189.0% | -12.3% | +201.3% | +183.8% |
| 5Y | +172.7% | -36.6% | +209.3% | +166.2% |
| All | +172.7% | -36.4% | +209.1% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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