+113.7%
SLV vs RF
+46.7%
+66.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.5% |
| 7D | +5.6% | -0.1% | +5.8% | +5.7% |
| 30D | -12.1% | +7.0% | -19.2% | -12.6% |
| 3M | -16.3% | -7.0% | -9.3% | -15.9% |
| 6M | -34.1% | +6.8% | -40.8% | -34.5% |
| YTD | -25.3% | +9.9% | -35.2% | -26.0% |
| 1Y | +9.6% | +21.1% | -11.5% | +7.8% |
| 3Y | +132.7% | +119.6% | +13.0% | +119.8% |
| 5Y | +113.7% | +46.2% | +67.5% | +100.7% |
| All | +113.7% | +46.7% | +66.9% | +100.7% |
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