+89.9%
SLV vs SE
-78.2%
+168.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.3% |
| 7D | -5.8% | -0.5% | -5.4% | -5.8% |
| 30D | -12.1% | -20.9% | +8.8% | -10.9% |
| 3M | -24.1% | -38.9% | +14.8% | -21.8% |
| 6M | -44.4% | -19.4% | -25.0% | -43.8% |
| YTD | -31.5% | -40.9% | +9.4% | -29.8% |
| 1Y | -6.9% | -46.2% | +39.2% | -4.4% |
| 3Y | +116.0% | +63.7% | +52.3% | +114.8% |
| All | +89.9% | -78.2% | +168.0% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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