+106.9%
SLV vs RACE
+65.0%
+41.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | +5.1% | +5.1% | 0.0% | +4.0% |
| 30D | -12.9% | +7.7% | -20.6% | -14.2% |
| 3M | -16.1% | +2.2% | -18.3% | -16.4% |
| 6M | -33.2% | +23.8% | -56.9% | -35.9% |
| YTD | -27.2% | +13.9% | -41.1% | -29.4% |
| 1Y | +7.6% | +3.8% | +3.8% | +5.9% |
| 3Y | +122.3% | +28.0% | +94.3% | +103.5% |
| All | +106.9% | +65.0% | +41.9% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling