+183.2%
SLV vs QLD
+1,536.4%
-1,353.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.3% | -0.5% |
| 7D | -1.1% | -1.2% | +0.1% | -1.1% |
| 30D | -14.2% | -15.7% | +1.5% | -11.7% |
| 3M | -20.3% | -10.0% | -10.3% | -18.9% |
| 6M | -40.2% | -11.2% | -29.0% | -39.0% |
| YTD | -27.6% | +16.4% | -43.9% | -29.1% |
| 1Y | +0.4% | +12.7% | -12.2% | -1.3% |
| 3Y | +129.4% | +152.3% | -22.9% | +98.5% |
| 5Y | +99.8% | +91.8% | +8.0% | +72.7% |
| 10Y | +183.2% | +1,520.2% | -1,337.0% | +88.8% |
| All | +183.2% | +1,536.4% | -1,353.1% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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