+239.3%
SLV vs IAU
+494.9%
-255.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +1.0% |
| 7D | +5.1% | +4.7% | +0.3% | -1.7% |
| 30D | -12.9% | -0.9% | -12.0% | -11.5% |
| 3M | -16.1% | -4.4% | -11.7% | -9.9% |
| 6M | -33.2% | -13.5% | -19.7% | -16.2% |
| YTD | -27.2% | -5.9% | -21.3% | -13.5% |
| 1Y | +7.6% | +1.9% | +5.7% | +15.3% |
| 3Y | +122.3% | +104.1% | +18.3% | -10.6% |
| 5Y | +109.7% | +121.0% | -11.3% | -23.4% |
| 10Y | +168.4% | +204.1% | -35.6% | -33.7% |
| All | +239.3% | +494.9% | -255.5% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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