+110.0%
SLV vs RF
+42.4%
+67.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.3% |
| 7D | -0.7% | -1.6% | +0.9% | -0.6% |
| 30D | -15.4% | +5.0% | -20.4% | -15.7% |
| 3M | -16.3% | -10.0% | -6.3% | -15.7% |
| 6M | -28.8% | +3.3% | -32.1% | -29.1% |
| YTD | -27.1% | +7.9% | -35.1% | -27.8% |
| 1Y | +7.5% | +21.2% | -13.7% | +5.8% |
| 3Y | +121.2% | +105.8% | +15.3% | +109.4% |
| 5Y | +110.0% | +43.7% | +66.2% | +97.6% |
| All | +110.0% | +42.4% | +67.5% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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