+92.7%
SLV vs HON
+12.4%
+80.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.4% | -2.7% |
| 7D | -3.9% | +3.6% | -7.4% | -5.0% |
| 30D | -15.6% | +7.8% | -23.4% | -17.8% |
| 3M | -23.6% | -4.8% | -18.8% | -22.5% |
| 6M | -42.6% | -1.7% | -40.9% | -42.6% |
| YTD | -30.0% | +10.7% | -40.6% | -31.8% |
| 1Y | -6.6% | +7.8% | -14.4% | -8.4% |
| 3Y | +121.8% | +28.1% | +93.8% | +103.3% |
| 5Y | +92.7% | +12.2% | +80.5% | +81.4% |
| All | +92.7% | +12.4% | +80.3% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling