+234.2%
SLV vs GIS
-16.7%
+250.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.3% |
| 7D | +2.8% | -8.6% | +11.4% | +2.9% |
| 30D | +2.2% | -0.5% | +2.7% | +2.2% |
| 3M | +2.9% | +11.9% | -9.0% | +2.5% |
| 6M | -22.4% | -11.6% | -10.8% | -22.1% |
| YTD | -5.7% | -16.3% | +10.6% | -5.2% |
| 1Y | +63.3% | -21.8% | +85.1% | +64.6% |
| 3Y | +189.0% | -35.7% | +224.7% | +192.5% |
| 5Y | +172.7% | -22.9% | +195.5% | +173.5% |
| All | +234.2% | -16.7% | +250.9% | +291.5% |
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