+53.7%
SLV vs IVZ
+48.1%
+5.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.1% |
| 7D | -5.0% | -2.4% | -2.7% | -4.1% |
| 30D | -1.8% | +2.5% | -4.3% | -2.9% |
| 3M | -0.3% | +17.1% | -17.3% | -7.0% |
| 6M | -28.2% | +35.1% | -63.4% | -35.8% |
| YTD | -10.7% | +24.3% | -35.1% | -19.9% |
| 1Y | +53.7% | +48.7% | +5.0% | +32.7% |
| All | +53.7% | +48.1% | +5.6% | +32.7% |
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