+226.7%
SLV vs HON
+773.3%
-546.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.4% | -2.8% |
| 7D | -3.9% | +3.6% | -7.4% | -4.6% |
| 30D | -15.6% | +7.8% | -23.4% | -17.2% |
| 3M | -23.6% | -4.8% | -18.8% | -22.8% |
| 6M | -42.6% | -1.7% | -40.9% | -42.5% |
| YTD | -30.0% | +10.7% | -40.6% | -31.5% |
| 1Y | -6.6% | +7.8% | -14.4% | -8.2% |
| 3Y | +121.8% | +28.1% | +93.8% | +108.1% |
| 5Y | +92.7% | +12.2% | +80.5% | +84.8% |
| 10Y | +174.0% | +155.7% | +18.2% | +113.3% |
| All | +226.7% | +773.3% | -546.6% | +50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling