+339.6%
SLV vs EQT
+252.9%
+86.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.4% |
| 7D | +2.8% | -2.0% | +4.8% | +3.0% |
| 30D | +2.2% | +1.0% | +1.2% | +2.1% |
| 3M | +2.9% | +4.0% | -1.1% | +2.3% |
| 6M | -22.4% | -11.7% | -10.7% | -21.4% |
| YTD | -5.7% | +2.8% | -8.6% | -6.5% |
| 1Y | +63.3% | +10.0% | +53.3% | +60.6% |
| 3Y | +189.0% | +34.1% | +154.9% | +174.1% |
| 5Y | +172.7% | +195.3% | -22.6% | +128.9% |
| 10Y | +235.3% | +51.6% | +183.7% | +200.3% |
| All | +339.6% | +252.9% | +86.7% | +114.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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