+175.8%
SLV vs NI
+197.8%
-22.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.3% |
| 7D | -5.8% | +4.3% | -10.1% | -6.6% |
| 30D | -12.1% | +12.4% | -24.5% | -14.2% |
| 3M | -24.1% | +10.2% | -34.3% | -25.6% |
| 6M | -44.4% | -0.8% | -43.6% | -44.4% |
| YTD | -31.5% | +13.2% | -44.7% | -33.3% |
| 1Y | -6.9% | +10.1% | -17.0% | -8.9% |
| 3Y | +116.0% | +103.1% | +12.9% | +87.5% |
| 5Y | +88.4% | +115.5% | -27.1% | +62.2% |
| All | +175.8% | +197.8% | -22.0% | +125.0% |
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