+42.2%
SLV vs INDA
+122.9%
-80.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.1% | -3.6% |
| 7D | +3.7% | +6.2% | -2.5% | +1.9% |
| 30D | -15.2% | +12.4% | -27.5% | -17.9% |
| 3M | -21.8% | +3.2% | -24.9% | -22.4% |
| 6M | -36.3% | +3.8% | -40.1% | -37.0% |
| YTD | -27.8% | -4.3% | -23.5% | -27.0% |
| 1Y | +1.5% | -4.5% | +6.0% | +2.8% |
| 3Y | +128.5% | +17.1% | +111.4% | +119.4% |
| 5Y | +103.2% | +11.0% | +92.2% | +96.9% |
| 10Y | +164.7% | +107.5% | +57.2% | +118.0% |
| All | +42.2% | +122.9% | -80.8% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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