+106.9%
SLV vs LII
+19.9%
+87.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.8% | +0.1% |
| 7D | +5.1% | -0.6% | +5.7% | +5.2% |
| 30D | -12.9% | -4.6% | -8.3% | -12.5% |
| 3M | -16.1% | -21.2% | +5.1% | -13.6% |
| 6M | -33.2% | -36.4% | +3.3% | -29.6% |
| YTD | -27.2% | -28.9% | +1.7% | -24.4% |
| 1Y | +7.6% | -29.5% | +37.2% | +11.9% |
| 3Y | +122.3% | -8.6% | +130.9% | +121.4% |
| All | +106.9% | +19.9% | +87.0% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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