+269.0%
SLV vs OPEN
-70.7%
+339.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.2% |
| 7D | -0.3% | -4.3% | +3.9% | -0.2% |
| 30D | +6.7% | -16.2% | +22.9% | +7.4% |
| 3M | -10.7% | -36.4% | +25.7% | -9.2% |
| 6M | -20.6% | -35.5% | +14.9% | -19.5% |
| YTD | -7.1% | -46.0% | +38.8% | -5.3% |
| 1Y | +62.0% | -47.1% | +109.1% | +63.4% |
| 3Y | +169.8% | -19.0% | +188.8% | +161.0% |
| 5Y | +161.5% | -83.6% | +245.0% | +162.5% |
| All | +269.0% | -70.7% | +339.7% | +267.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling