+213.1%
SLV vs RACE
+670.3%
-457.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.1% |
| 7D | -0.7% | +5.7% | -6.4% | -1.6% |
| 30D | -15.4% | +9.3% | -24.7% | -16.6% |
| 3M | -16.3% | +3.8% | -20.1% | -16.8% |
| 6M | -28.8% | +29.8% | -58.6% | -31.7% |
| YTD | -27.1% | +15.6% | -42.8% | -29.1% |
| 1Y | +7.5% | +5.1% | +2.4% | +6.1% |
| 3Y | +121.2% | +30.8% | +90.4% | +107.4% |
| 5Y | +110.0% | +67.4% | +42.6% | +87.1% |
| 10Y | +168.8% | +793.6% | -624.8% | +105.5% |
| All | +213.1% | +670.3% | -457.2% | +137.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling