+99.8%
SLV vs NI
+111.3%
-11.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -1.1% | +0.6% | -1.7% | -1.3% |
| 30D | -14.2% | +11.2% | -25.4% | -16.9% |
| 3M | -20.3% | +9.2% | -29.5% | -22.5% |
| 6M | -40.2% | -1.8% | -38.4% | -40.0% |
| YTD | -27.6% | +12.0% | -39.6% | -30.2% |
| 1Y | +0.4% | +6.4% | -6.0% | -1.8% |
| 3Y | +129.4% | +99.4% | +30.0% | +81.1% |
| 5Y | +99.8% | +113.1% | -13.3% | +60.6% |
| All | +99.8% | +111.3% | -11.6% | +60.6% |
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