+165.7%
SLV vs IT
-40.5%
+206.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.6% | +3.4% | -1.0% |
| 7D | -0.3% | -6.0% | +5.7% | 0.0% |
| 30D | +6.7% | 0.0% | +6.7% | +6.7% |
| 3M | -10.7% | +13.1% | -23.8% | -11.1% |
| 6M | -20.6% | +11.7% | -32.3% | -21.0% |
| YTD | -7.1% | -26.1% | +19.0% | -4.3% |
| 1Y | +62.0% | -21.3% | +83.2% | +65.1% |
| 3Y | +169.8% | -46.7% | +216.6% | +186.9% |
| All | +165.7% | -40.5% | +206.3% | +174.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling