+89.9%
SLV vs IR
+46.0%
+43.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -5.8% | +2.5% | -8.4% | -6.4% |
| 30D | -12.1% | +9.2% | -21.3% | -13.9% |
| 3M | -24.1% | +0.9% | -25.1% | -24.4% |
| 6M | -44.4% | +19.2% | -63.6% | -46.8% |
| YTD | -31.5% | +7.5% | -39.0% | -32.6% |
| 1Y | -6.9% | +11.7% | -18.7% | -9.0% |
| 3Y | +116.0% | +23.9% | +92.1% | +103.5% |
| All | +89.9% | +46.0% | +43.9% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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