+167.8%
SLV vs OMC
+32.6%
+135.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.1% | -0.6% |
| 7D | +2.5% | -5.8% | +8.3% | +2.9% |
| 30D | +3.3% | -4.8% | +8.1% | +3.6% |
| 3M | -3.6% | +9.2% | -12.8% | -4.5% |
| 6M | -21.8% | -2.5% | -19.3% | -22.0% |
| YTD | -7.8% | +2.6% | -10.4% | -8.6% |
| 1Y | +58.3% | +5.9% | +52.3% | +56.3% |
| 3Y | +182.6% | +14.2% | +168.4% | +174.0% |
| 5Y | +167.8% | +33.2% | +134.6% | +143.1% |
| All | +167.8% | +32.6% | +135.2% | +143.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling