+172.7%
SLV vs IEF
-8.6%
+181.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.5% |
| 7D | +2.8% | -0.3% | +3.1% | +3.1% |
| 30D | +2.2% | -0.6% | +2.8% | +2.7% |
| 3M | +2.9% | -1.0% | +3.9% | +3.8% |
| 6M | -22.4% | -3.1% | -19.3% | -20.2% |
| YTD | -5.7% | -1.9% | -3.9% | -3.9% |
| 1Y | +63.3% | -1.4% | +64.7% | +65.7% |
| 3Y | +189.0% | +9.8% | +179.2% | +165.6% |
| 5Y | +172.7% | -8.8% | +181.5% | +183.8% |
| All | +172.7% | -8.6% | +181.3% | +183.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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