+165.7%
SLV vs O
+13.2%
+152.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -0.3% | -0.7% | +0.4% | -0.1% |
| 30D | +6.7% | -1.9% | +8.6% | +7.2% |
| 3M | -10.7% | +3.8% | -14.5% | -11.9% |
| 6M | -20.6% | -4.7% | -15.9% | -19.7% |
| YTD | -7.1% | +12.5% | -19.6% | -10.5% |
| 1Y | +62.0% | +10.8% | +51.1% | +56.7% |
| 3Y | +169.8% | +28.8% | +141.0% | +147.4% |
| All | +165.7% | +13.2% | +152.6% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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