+218.9%
SLV vs NDAQ
+372.3%
-153.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.4% |
| 7D | +2.5% | -2.6% | +5.1% | +3.0% |
| 30D | +3.3% | +0.5% | +2.8% | +3.2% |
| 3M | -3.6% | +9.9% | -13.5% | -5.4% |
| 6M | -21.8% | +8.2% | -30.0% | -23.2% |
| YTD | -7.8% | -1.5% | -6.3% | -8.0% |
| 1Y | +58.3% | +1.3% | +57.0% | +57.0% |
| 3Y | +182.6% | +92.6% | +90.0% | +148.2% |
| 5Y | +167.8% | +53.8% | +114.0% | +142.8% |
| 10Y | +218.9% | +376.0% | -157.1% | +152.6% |
| All | +218.9% | +372.3% | -153.5% | +152.6% |
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