+183.2%
SLV vs GIS
-17.4%
+200.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.4% |
| 7D | -1.1% | -4.6% | +3.5% | -1.0% |
| 30D | -14.2% | +6.6% | -20.8% | -14.2% |
| 3M | -20.3% | -8.1% | -12.2% | -20.2% |
| 6M | -40.2% | +4.9% | -45.1% | -40.3% |
| YTD | -27.6% | -21.4% | -6.2% | -27.1% |
| 1Y | +0.4% | -21.6% | +22.0% | +1.1% |
| 3Y | +129.4% | -39.3% | +168.6% | +132.2% |
| 5Y | +99.8% | -33.2% | +133.0% | +101.4% |
| 10Y | +183.2% | -17.3% | +200.6% | +189.6% |
| All | +183.2% | -17.4% | +200.6% | +189.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling