+89.9%
SLV vs RF
+47.5%
+42.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -2.3% |
| 7D | -5.8% | +1.9% | -7.8% | -6.0% |
| 30D | -12.1% | +7.3% | -19.5% | -12.6% |
| 3M | -24.1% | -7.9% | -16.2% | -23.7% |
| 6M | -44.4% | +10.5% | -54.9% | -44.9% |
| YTD | -31.5% | +9.6% | -41.1% | -32.2% |
| 1Y | -6.9% | +20.3% | -27.2% | -8.4% |
| 3Y | +116.0% | +119.5% | -3.5% | +103.9% |
| All | +89.9% | +47.5% | +42.4% | +77.2% |
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