+333.1%
SLV vs NDAQ
+875.1%
-542.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -0.9% |
| 7D | -0.3% | -2.4% | +2.1% | 0.0% |
| 30D | +6.7% | +2.5% | +4.2% | +6.3% |
| 3M | -10.7% | +9.9% | -20.6% | -12.0% |
| 6M | -20.6% | +9.4% | -30.0% | -21.8% |
| YTD | -7.1% | +0.4% | -7.6% | -7.5% |
| 1Y | +62.0% | +4.0% | +57.9% | +60.5% |
| 3Y | +169.8% | +94.4% | +75.4% | +144.2% |
| 5Y | +161.5% | +56.7% | +104.7% | +142.0% |
| 10Y | +224.4% | +375.3% | -150.9% | +157.0% |
| All | +333.1% | +875.1% | -542.0% | +163.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling