+469.7%
SLV vs QLD
+9,036.4%
-8,566.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.6% |
| 6M | -20.6% | +32.2% | -52.8% | -23.8% |
| YTD | -7.1% | +28.9% | -36.0% | -10.4% |
| 1Y | +62.0% | +43.8% | +18.1% | +53.8% |
| 3Y | +169.8% | +176.6% | -6.8% | +130.3% |
| 5Y | +161.5% | +121.6% | +39.9% | +122.0% |
| 10Y | +224.4% | +1,652.9% | -1,428.5% | +99.8% |
| All | +469.7% | +9,036.4% | -8,566.7% | +138.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling