+2.4%
SLV vs SGI
-29.2%
+31.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.5% | +5.3% | +1.8% |
| 7D | +5.1% | +1.0% | +4.1% | +4.6% |
| 30D | -12.9% | +3.9% | -16.8% | -14.4% |
| 3M | -16.1% | -0.8% | -15.3% | -16.2% |
| 6M | -33.2% | -18.0% | -15.2% | -28.6% |
| YTD | -27.2% | -27.6% | +0.4% | -16.4% |
| All | +2.4% | -29.2% | +31.5% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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