+106.9%
SLV vs QLD
+66.7%
+40.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.7% | -0.7% |
| 7D | +5.1% | -10.3% | +15.4% | +7.3% |
| 30D | -12.9% | -26.1% | +13.1% | -7.2% |
| 3M | -16.1% | -17.8% | +1.7% | -12.5% |
| 6M | -33.2% | -15.6% | -17.6% | -30.7% |
| YTD | -27.2% | +5.4% | -32.6% | -27.4% |
| 1Y | +7.6% | +5.2% | +2.4% | +7.4% |
| 3Y | +122.3% | +139.4% | -17.1% | +95.7% |
| All | +106.9% | +66.7% | +40.2% | +74.7% |
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