+110.0%
SLV vs LIN
+68.3%
+41.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -0.7% | +3.6% | -4.3% | -1.7% |
| 30D | -15.4% | +6.4% | -21.7% | -16.8% |
| 3M | -16.3% | +6.5% | -22.8% | -17.8% |
| 6M | -28.8% | +4.9% | -33.7% | -29.8% |
| YTD | -27.1% | +23.4% | -50.6% | -31.1% |
| 1Y | +7.5% | +26.3% | -18.8% | +1.0% |
| 3Y | +121.2% | +38.0% | +83.2% | +101.5% |
| 5Y | +110.0% | +68.0% | +42.0% | +82.0% |
| All | +110.0% | +68.3% | +41.7% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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