+239.3%
SLV vs NDAQ
+981.8%
-742.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +5.1% | +0.8% | +4.3% | +5.0% |
| 30D | -12.9% | +16.5% | -29.4% | -14.8% |
| 3M | -16.1% | +13.5% | -29.6% | -17.6% |
| 6M | -33.2% | +20.9% | -54.1% | -35.1% |
| YTD | -27.2% | +11.4% | -38.6% | -28.6% |
| 1Y | +7.6% | +25.9% | -18.3% | +3.9% |
| 3Y | +122.3% | +119.9% | +2.5% | +97.8% |
| 5Y | +109.7% | +61.7% | +48.0% | +93.1% |
| 10Y | +168.4% | +481.6% | -313.1% | +106.8% |
| All | +239.3% | +981.8% | -742.4% | +103.0% |
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