+165.7%
SLV vs P
+276.6%
-110.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.4% |
| 7D | -0.3% | +6.5% | -6.9% | -1.2% |
| 30D | +6.7% | +18.8% | -12.1% | +3.8% |
| 3M | -10.7% | +26.7% | -37.4% | -14.1% |
| 6M | -20.6% | +62.2% | -82.8% | -26.2% |
| YTD | -7.1% | +48.5% | -55.6% | -12.7% |
| 1Y | +62.0% | +26.4% | +35.6% | +53.5% |
| 3Y | +169.8% | +159.4% | +10.4% | +135.2% |
| All | +165.7% | +276.6% | -110.9% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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