+175.8%
SLV vs NDAQ
+471.8%
-296.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -5.8% | +1.3% | -7.1% | -6.1% |
| 30D | -12.1% | +18.0% | -30.1% | -14.7% |
| 3M | -24.1% | +11.5% | -35.6% | -25.6% |
| 6M | -44.4% | +21.1% | -65.5% | -46.4% |
| YTD | -31.5% | +12.8% | -44.3% | -33.3% |
| 1Y | -6.9% | +25.7% | -32.6% | -11.0% |
| 3Y | +116.0% | +116.8% | -0.8% | +86.5% |
| 5Y | +88.4% | +67.3% | +21.2% | +68.7% |
| All | +175.8% | +471.8% | -296.0% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling