+7.6%
SLV vs QLD
+1.8%
+5.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.7% | -1.7% |
| 7D | +5.1% | -10.3% | +15.4% | +11.2% |
| 30D | -12.9% | -26.1% | +13.1% | +4.7% |
| 3M | -16.1% | -17.8% | +1.7% | -6.0% |
| 6M | -33.2% | -15.6% | -17.6% | -27.7% |
| YTD | -27.2% | +5.4% | -32.6% | -32.9% |
| 1Y | +7.6% | +5.2% | +2.4% | +0.1% |
| All | +7.6% | +1.8% | +5.8% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling