+10.3%
SLV vs IJR
+24.2%
-13.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +3.8% | +3.6% |
| 7D | -3.9% | +2.3% | -6.1% | -6.3% |
| 30D | -14.5% | +2.8% | -17.3% | -17.1% |
| 3M | -12.4% | -4.6% | -7.8% | -7.8% |
| 6M | -28.5% | +5.7% | -34.1% | -32.8% |
| YTD | -26.8% | +19.9% | -46.7% | -38.4% |
| 1Y | +10.3% | +24.2% | -13.8% | -7.8% |
| All | +10.3% | +24.2% | -13.9% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 1y: compounded portfolio wealth divided by compounded IJR 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…
1y analysis · Full analysis span regression · 6 months rolling