+266.3%
SLV vs OPEN
-71.4%
+337.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.8% | -0.6% |
| 7D | +2.5% | +1.0% | +1.5% | +2.5% |
| 30D | +3.3% | -11.9% | +15.2% | +3.8% |
| 3M | -3.6% | -28.8% | +25.2% | -2.4% |
| 6M | -21.8% | -38.6% | +16.8% | -20.5% |
| YTD | -7.8% | -47.3% | +39.5% | -5.9% |
| 1Y | +58.3% | -49.2% | +107.4% | +59.9% |
| 3Y | +182.6% | -18.8% | +201.4% | +173.4% |
| 5Y | +167.8% | -83.6% | +251.4% | +168.8% |
| All | +266.3% | -71.4% | +337.7% | +265.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling