+226.7%
SLV vs EFX
+500.5%
-273.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.2% |
| 7D | -3.9% | -3.6% | -0.2% | -3.4% |
| 30D | -15.6% | +25.3% | -40.9% | -18.2% |
| 3M | -23.6% | +3.8% | -27.4% | -24.2% |
| 6M | -42.6% | +12.7% | -55.3% | -43.8% |
| YTD | -30.0% | -13.1% | -16.8% | -29.5% |
| 1Y | -6.6% | -9.3% | +2.7% | -6.6% |
| 3Y | +121.8% | +3.5% | +118.3% | +114.1% |
| 5Y | +92.7% | -30.6% | +123.3% | +94.2% |
| 10Y | +174.0% | +80.2% | +93.8% | +130.7% |
| All | +226.7% | +500.5% | -273.9% | +92.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling