+248.5%
SLV vs NDAQ
+995.7%
-747.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +2.5% |
| 7D | +5.6% | -0.1% | +5.8% | +5.7% |
| 30D | -12.1% | +15.9% | -28.0% | -14.0% |
| 3M | -16.3% | +15.1% | -31.4% | -18.0% |
| 6M | -34.1% | +22.9% | -56.9% | -36.1% |
| YTD | -25.3% | +12.8% | -38.1% | -26.8% |
| 1Y | +9.6% | +26.0% | -16.4% | +5.8% |
| 3Y | +132.7% | +119.7% | +13.0% | +107.0% |
| 5Y | +113.7% | +65.4% | +48.3% | +96.2% |
| 10Y | +175.9% | +469.3% | -293.4% | +113.1% |
| All | +248.5% | +995.7% | -747.2% | +108.1% |
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 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