+106.9%
SLV vs EMR
+80.8%
+26.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +5.1% | -1.6% | +6.7% | +5.6% |
| 30D | -12.9% | +2.0% | -14.9% | -13.4% |
| 3M | -16.1% | +3.8% | -19.9% | -17.2% |
| 6M | -33.2% | +10.5% | -43.7% | -35.5% |
| YTD | -27.2% | +23.7% | -51.0% | -31.2% |
| 1Y | +7.6% | +25.4% | -17.8% | +1.5% |
| 3Y | +122.3% | +86.6% | +35.8% | +87.5% |
| All | +106.9% | +80.8% | +26.2% | +68.8% |
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