+184.2%
SLV vs SAN
+358.9%
-174.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.9% |
| 7D | -0.3% | +1.8% | -2.1% | -1.0% |
| 30D | +6.7% | +2.0% | +4.7% | +5.9% |
| 3M | -10.7% | +19.7% | -30.4% | -16.4% |
| 6M | -20.6% | +30.6% | -51.2% | -27.8% |
| YTD | -7.1% | +28.8% | -36.0% | -15.5% |
| 1Y | +62.0% | +57.8% | +4.2% | +40.5% |
| All | +184.2% | +358.9% | -174.8% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 3y: compounded portfolio wealth divided by compounded SAN 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…
3y analysis · Full analysis span regression · 6 months rolling