+165.7%
SLV vs QLD
+121.5%
+44.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -0.3% | +0.6% | -0.9% | -0.4% |
| 30D | +6.7% | -0.1% | +6.8% | +6.7% |
| 3M | -10.7% | -8.4% | -2.3% | -9.3% |
| 6M | -20.6% | +32.2% | -52.8% | -24.5% |
| YTD | -7.1% | +28.9% | -36.0% | -11.2% |
| 1Y | +62.0% | +43.8% | +18.1% | +52.3% |
| 3Y | +169.8% | +176.6% | -6.8% | +129.0% |
| All | +165.7% | +121.5% | +44.2% | +113.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling