+147.0%
SLV vs S
-56.8%
+203.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.2% |
| 7D | -0.3% | -7.7% | +7.4% | +0.1% |
| 30D | +6.7% | -5.3% | +12.0% | +6.9% |
| 3M | -10.7% | +20.3% | -31.0% | -11.7% |
| 6M | -20.6% | +47.4% | -68.0% | -22.6% |
| YTD | -7.1% | +32.5% | -39.7% | -9.0% |
| 1Y | +62.0% | +9.5% | +52.5% | +60.2% |
| 3Y | +169.8% | +15.5% | +154.3% | +162.9% |
| 5Y | +161.5% | -71.2% | +232.7% | +164.9% |
| All | +147.0% | -56.8% | +203.8% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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