+167.8%
SLV vs GSK
+46.9%
+120.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +2.0% | -0.3% |
| 7D | +2.5% | -4.2% | +6.7% | +3.2% |
| 30D | +3.3% | -7.5% | +10.8% | +4.5% |
| 3M | -3.6% | -3.3% | -0.3% | -3.2% |
| 6M | -21.8% | -9.3% | -12.5% | -20.7% |
| YTD | -7.8% | +1.6% | -9.4% | -8.4% |
| 1Y | +58.3% | +25.5% | +32.8% | +52.2% |
| 3Y | +182.6% | +49.3% | +133.3% | +156.1% |
| 5Y | +167.8% | +46.7% | +121.1% | +133.2% |
| All | +167.8% | +46.9% | +120.9% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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