+149.9%
SLV vs KVUE
-16.1%
+166.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.2% |
| 7D | -0.3% | -2.2% | +1.9% | -0.3% |
| 30D | +6.7% | -3.7% | +10.4% | +6.8% |
| 3M | -10.7% | +12.3% | -22.9% | -11.1% |
| 6M | -20.6% | +5.4% | -26.0% | -20.8% |
| YTD | -7.1% | +12.4% | -19.6% | -7.3% |
| 1Y | +62.0% | -4.4% | +66.4% | +64.5% |
| 3Y | +169.8% | -7.5% | +177.4% | +175.5% |
| All | +149.9% | -16.1% | +166.0% | +158.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 all: compounded portfolio wealth divided by compounded KVUE 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…
all analysis · Full analysis span regression · 6 months rolling