+167.8%
SLV vs EMR
+62.8%
+105.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.6% |
| 7D | +2.5% | +3.1% | -0.6% | +1.5% |
| 30D | +3.3% | -3.5% | +6.8% | +4.4% |
| 3M | -3.6% | +9.8% | -13.4% | -6.6% |
| 6M | -21.8% | +10.8% | -32.6% | -24.5% |
| YTD | -7.8% | +15.9% | -23.8% | -11.0% |
| 1Y | +58.3% | +16.4% | +41.8% | +52.6% |
| 3Y | +182.6% | +62.1% | +120.5% | +148.9% |
| 5Y | +167.8% | +62.9% | +104.9% | +123.6% |
| All | +167.8% | +62.8% | +105.0% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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