+239.3%
SLV vs EMR
+565.5%
-326.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +5.1% | -1.6% | +6.7% | +5.5% |
| 30D | -12.9% | +2.0% | -14.9% | -13.3% |
| 3M | -16.1% | +3.8% | -19.9% | -16.8% |
| 6M | -33.2% | +10.5% | -43.7% | -34.7% |
| YTD | -27.2% | +23.7% | -51.0% | -30.3% |
| 1Y | +7.6% | +25.4% | -17.8% | +2.8% |
| 3Y | +122.3% | +86.6% | +35.8% | +92.7% |
| 5Y | +109.7% | +83.0% | +26.7% | +80.7% |
| 10Y | +168.4% | +319.5% | -151.1% | +82.4% |
| All | +239.3% | +565.5% | -326.1% | +81.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling