+161.5%
SLV vs NTR
+45.0%
+116.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.5% | -2.9% | -4.7% |
| 7D | -5.0% | -2.5% | -2.6% | -4.5% |
| 30D | -1.8% | +17.0% | -18.8% | -5.4% |
| 3M | -0.3% | +22.2% | -22.5% | -5.1% |
| 6M | -28.2% | +5.2% | -33.4% | -29.7% |
| YTD | -10.7% | +29.7% | -40.4% | -15.9% |
| 1Y | +53.7% | +39.4% | +14.3% | +42.5% |
| 3Y | +173.7% | +38.2% | +135.5% | +150.3% |
| 5Y | +161.5% | +47.6% | +113.9% | +123.5% |
| All | +161.5% | +45.0% | +116.5% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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