+94.1%
SLV vs RACE
+62.2%
+32.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -2.8% |
| 7D | -3.9% | -4.0% | +0.1% | -3.0% |
| 30D | -15.6% | +3.5% | -19.2% | -16.2% |
| 3M | -23.6% | -0.4% | -23.2% | -23.5% |
| 6M | -42.6% | +23.2% | -65.7% | -44.7% |
| YTD | -30.0% | +11.0% | -40.9% | -31.7% |
| 1Y | -6.6% | -2.2% | -4.4% | -7.1% |
| 3Y | +121.8% | +22.5% | +99.3% | +105.0% |
| All | +94.1% | +62.2% | +32.0% | +64.3% |
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