+279.6%
SLV vs NVT
+699.2%
-419.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -1.6% |
| 7D | -0.3% | +5.1% | -5.4% | -1.1% |
| 30D | +6.7% | -3.7% | +10.4% | +7.2% |
| 3M | -10.7% | -10.1% | -0.5% | -9.4% |
| 6M | -20.6% | +37.5% | -58.1% | -24.6% |
| YTD | -7.1% | +53.7% | -60.9% | -13.0% |
| 1Y | +62.0% | +70.9% | -8.9% | +49.5% |
| 3Y | +169.8% | +180.4% | -10.6% | +129.4% |
| 5Y | +161.5% | +393.5% | -232.0% | +103.7% |
| All | +279.6% | +699.2% | -419.7% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 all: compounded portfolio wealth divided by compounded NVT 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…
all analysis · Full analysis span regression · 6 months rolling