+216.5%
SLV vs NI
+143.3%
+73.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -5.2% |
| 7D | -5.0% | -0.6% | -4.5% | -4.9% |
| 30D | -1.8% | -1.4% | -0.4% | -1.5% |
| 3M | -0.3% | -10.6% | +10.3% | +1.9% |
| 6M | -28.2% | -9.9% | -18.3% | -26.8% |
| YTD | -10.7% | +1.2% | -11.9% | -11.0% |
| 1Y | +53.7% | +4.4% | +49.3% | +52.2% |
| 3Y | +173.7% | +68.6% | +105.1% | +145.7% |
| 5Y | +161.5% | +98.0% | +63.5% | +128.8% |
| All | +216.5% | +143.3% | +73.1% | +169.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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