+171.1%
SLV vs IP
+26.3%
+144.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | +5.1% | -5.1% | +10.1% | +5.6% |
| 30D | -12.9% | +8.5% | -21.4% | -13.6% |
| 3M | -16.1% | -13.8% | -2.2% | -15.0% |
| 6M | -33.2% | +5.7% | -38.9% | -33.7% |
| YTD | -27.2% | -9.1% | -18.1% | -27.2% |
| 1Y | +7.6% | -0.8% | +8.4% | +7.0% |
| 3Y | +122.3% | +14.8% | +107.5% | +115.8% |
| 5Y | +109.7% | -11.5% | +121.2% | +105.8% |
| All | +171.1% | +26.3% | +144.8% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling