+333.1%
SLV vs GIS
+207.1%
+126.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -1.0% |
| 7D | -0.3% | -7.8% | +7.5% | +0.4% |
| 30D | +6.7% | +6.6% | +0.1% | +6.0% |
| 3M | -10.7% | +21.0% | -31.7% | -12.6% |
| 6M | -20.6% | -9.1% | -11.5% | -20.0% |
| YTD | -7.1% | -13.6% | +6.5% | -6.0% |
| 1Y | +62.0% | -18.0% | +80.0% | +64.6% |
| 3Y | +169.8% | -33.7% | +203.5% | +178.9% |
| 5Y | +161.5% | -19.4% | +180.9% | +161.8% |
| 10Y | +224.4% | -21.3% | +245.7% | +226.5% |
| All | +333.1% | +207.1% | +126.0% | +226.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling