+167.8%
SLV vs GIS
-21.0%
+188.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.8% |
| 7D | +2.5% | -8.3% | +10.8% | +2.3% |
| 30D | +3.3% | +2.2% | +1.1% | +3.3% |
| 3M | -3.6% | +15.7% | -19.3% | -3.5% |
| 6M | -21.8% | -12.0% | -9.9% | -21.7% |
| YTD | -7.8% | -15.0% | +7.1% | -7.4% |
| 1Y | +58.3% | -20.1% | +78.4% | +59.0% |
| 3Y | +182.6% | -34.6% | +217.2% | +182.8% |
| 5Y | +167.8% | -22.8% | +190.6% | +176.3% |
| All | +167.8% | -21.0% | +188.8% | +176.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling