+172.7%
SLV vs NI
+95.2%
+77.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.4% |
| 7D | +2.8% | +1.3% | +1.5% | +2.4% |
| 30D | +2.2% | -0.3% | +2.5% | +2.2% |
| 3M | +2.9% | -9.5% | +12.4% | +5.8% |
| 6M | -22.4% | -10.2% | -12.2% | -20.0% |
| YTD | -5.7% | +1.8% | -7.5% | -6.5% |
| 1Y | +63.3% | +5.7% | +57.6% | +60.0% |
| 3Y | +189.0% | +69.6% | +119.4% | +139.6% |
| 5Y | +172.7% | +95.8% | +76.9% | +120.3% |
| All | +172.7% | +95.2% | +77.5% | +120.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling