+58.3%
SLV vs SM
+46.7%
+11.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.6% | -4.4% | -0.5% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | +3.3% | +31.5% | -28.3% | +5.3% |
| 3M | -3.6% | +17.3% | -20.9% | -2.3% |
| 6M | -21.8% | +48.5% | -70.3% | -21.6% |
| YTD | -7.8% | +106.3% | -114.1% | -12.2% |
| 1Y | +58.3% | +47.3% | +11.0% | +50.3% |
| All | +58.3% | +46.7% | +11.5% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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