+175.9%
SLV vs RACE
+738.3%
-562.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.6% |
| 7D | +5.6% | +3.9% | +1.7% | +4.9% |
| 30D | -12.1% | +7.4% | -19.6% | -13.2% |
| 3M | -16.3% | +1.6% | -17.9% | -16.5% |
| 6M | -34.1% | +23.3% | -57.4% | -36.5% |
| YTD | -25.3% | +14.7% | -39.9% | -27.3% |
| 1Y | +9.6% | +2.5% | +7.1% | +8.4% |
| 3Y | +132.7% | +28.0% | +104.7% | +117.2% |
| 5Y | +113.7% | +69.8% | +43.9% | +87.1% |
| 10Y | +175.9% | +734.9% | -559.0% | +105.1% |
| All | +175.9% | +738.3% | -562.4% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling