+263.6%
SLV vs QSR
+211.0%
+52.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.4% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | +3.3% | +5.9% | -2.7% | +2.4% |
| 3M | -3.6% | +10.5% | -14.1% | -5.0% |
| 6M | -21.8% | +7.7% | -29.5% | -22.9% |
| YTD | -7.8% | +16.8% | -24.6% | -10.2% |
| 1Y | +58.3% | +30.9% | +27.4% | +51.7% |
| 3Y | +182.6% | +28.2% | +154.4% | +170.0% |
| 5Y | +167.8% | +45.0% | +122.8% | +150.4% |
| 10Y | +218.9% | +127.3% | +91.6% | +174.9% |
| All | +263.6% | +211.0% | +52.6% | +216.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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