+165.7%
SLV vs IP
-17.2%
+182.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.5% |
| 7D | -0.3% | -5.3% | +4.9% | +0.3% |
| 30D | +6.7% | -10.9% | +17.5% | +8.1% |
| 3M | -10.7% | +11.2% | -21.9% | -12.0% |
| 6M | -20.6% | -10.2% | -10.4% | -20.5% |
| YTD | -7.1% | -2.0% | -5.2% | -7.8% |
| 1Y | +62.0% | -19.1% | +81.1% | +63.7% |
| 3Y | +169.8% | +20.9% | +149.0% | +153.1% |
| All | +165.7% | -17.2% | +182.9% | +156.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling