+104.4%
SLV vs ROIV
+298.6%
-194.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | -1.1% | +9.5% | -10.6% | -1.7% |
| 30D | -14.2% | +21.0% | -35.2% | -15.3% |
| 3M | -20.3% | +18.7% | -39.0% | -21.4% |
| 6M | -40.2% | +44.5% | -84.7% | -41.8% |
| YTD | -27.6% | +92.9% | -120.4% | -30.8% |
| 1Y | +0.4% | +100.2% | -99.8% | -4.2% |
| 3Y | +129.4% | +375.0% | -245.7% | +110.6% |
| 5Y | +99.8% | +435.2% | -335.4% | +77.4% |
| All | +104.4% | +298.6% | -194.1% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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