+10.3%
SLV vs GIS
-17.8%
+28.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.2% | 0.0% | +5.6% |
| 7D | -3.9% | +8.5% | -12.3% | -3.0% |
| 30D | -14.5% | +15.3% | -29.8% | -13.2% |
| 3M | -12.4% | +0.9% | -13.4% | -12.1% |
| 6M | -28.5% | +7.9% | -36.4% | -27.5% |
| YTD | -26.8% | -17.6% | -9.2% | -22.0% |
| 1Y | +10.3% | -17.4% | +27.7% | +17.8% |
| All | +10.3% | -17.8% | +28.1% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 1y: compounded portfolio wealth divided by compounded GIS 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…
1y analysis · Full analysis span regression · 6 months rolling