+165.7%
SLV vs NDAQ
+55.8%
+109.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -0.9% |
| 7D | -0.3% | -2.4% | +2.1% | +0.1% |
| 30D | +6.7% | +2.5% | +4.2% | +6.2% |
| 3M | -10.7% | +9.9% | -20.6% | -12.4% |
| 6M | -20.6% | +9.4% | -30.0% | -22.2% |
| YTD | -7.1% | +0.4% | -7.6% | -7.8% |
| 1Y | +62.0% | +4.0% | +57.9% | +59.8% |
| 3Y | +169.8% | +94.4% | +75.4% | +135.5% |
| All | +165.7% | +55.8% | +109.9% | +137.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling