+219.9%
SLV vs SIRI
-10.2%
+230.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +1.0% |
| 7D | -2.8% | +0.6% | -3.4% | -2.9% |
| 30D | -1.6% | +2.5% | -4.1% | -1.8% |
| 3M | -4.4% | +6.6% | -11.1% | -5.1% |
| 6M | -25.4% | +32.9% | -58.3% | -27.3% |
| YTD | -9.8% | +50.5% | -60.2% | -13.3% |
| 1Y | +53.8% | +28.0% | +25.8% | +49.9% |
| 3Y | +174.7% | -22.4% | +197.1% | +175.4% |
| 5Y | +164.3% | -41.3% | +205.6% | +168.7% |
| All | +219.9% | -10.2% | +230.1% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling