+128.5%
SLV vs OMC
+31.9%
+96.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.5% |
| 7D | +3.7% | +6.8% | -3.2% | +3.3% |
| 30D | -15.2% | +16.2% | -31.3% | -15.8% |
| 3M | -21.8% | +6.0% | -27.8% | -22.0% |
| 6M | -36.3% | +17.7% | -54.1% | -37.1% |
| YTD | -27.8% | +13.5% | -41.3% | -28.9% |
| 1Y | +1.5% | +27.2% | -25.7% | -0.8% |
| 3Y | +128.5% | +30.4% | +98.1% | +108.9% |
| All | +128.5% | +31.9% | +96.7% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 3y: compounded portfolio wealth divided by compounded OMC 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…
3y analysis · Full analysis span regression · 6 months rolling