+63.3%
SLV vs ROST
+51.1%
+12.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.0% | +2.4% |
| 7D | +2.8% | -2.2% | +5.0% | +3.0% |
| 30D | +2.2% | -11.4% | +13.6% | +3.5% |
| 3M | +2.9% | -1.6% | +4.5% | +3.1% |
| 6M | -22.4% | +6.8% | -29.2% | -23.3% |
| YTD | -5.7% | +25.8% | -31.6% | -6.5% |
| 1Y | +63.3% | +52.4% | +10.9% | +61.5% |
| All | +63.3% | +51.1% | +12.2% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 1y: compounded portfolio wealth divided by compounded ROST 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…
1y analysis · Full analysis span regression · 6 months rolling