+10.3%
SLV vs IVZ
+30.5%
-20.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.2% | +1.0% | +3.0% |
| 7D | -3.9% | +2.6% | -6.5% | -5.1% |
| 30D | -14.5% | -3.5% | -11.0% | -13.0% |
| 3M | -12.4% | -7.4% | -5.0% | -9.2% |
| 6M | -28.5% | +14.7% | -43.2% | -32.6% |
| YTD | -26.8% | +14.6% | -41.4% | -33.5% |
| 1Y | +10.3% | +30.7% | -20.4% | -6.3% |
| All | +10.3% | +30.5% | -20.2% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling