+216.5%
SLV vs HON
+136.7%
+79.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -5.0% |
| 7D | -5.0% | -2.6% | -2.4% | -4.4% |
| 30D | -1.8% | -11.9% | +10.1% | +1.2% |
| 3M | -0.3% | -6.1% | +5.8% | +1.0% |
| 6M | -28.2% | -19.2% | -9.0% | -24.7% |
| YTD | -10.7% | +0.2% | -10.9% | -10.4% |
| 1Y | +53.7% | -1.5% | +55.2% | +54.7% |
| 3Y | +173.7% | +17.9% | +155.7% | +163.2% |
| 5Y | +161.5% | +1.9% | +159.5% | +156.9% |
| All | +216.5% | +136.7% | +79.7% | +177.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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