+122.3%
SLV vs IT
-51.0%
+173.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | -0.1% |
| 7D | +5.1% | -16.9% | +22.0% | +5.1% |
| 30D | -12.9% | +2.3% | -15.2% | -12.9% |
| 3M | -16.1% | +2.9% | -18.9% | -16.1% |
| 6M | -33.2% | +25.9% | -59.0% | -32.9% |
| YTD | -27.2% | -24.6% | -2.6% | -25.2% |
| 1Y | +7.6% | -16.0% | +23.7% | +9.7% |
| 3Y | +122.3% | -51.6% | +173.9% | +146.4% |
| All | +122.3% | -51.0% | +173.3% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling