+104.5%
SLV vs SMR
-45.9%
+150.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.1% | -4.4% | +2.1% |
| 7D | +5.6% | +1.7% | +4.0% | +5.3% |
| 30D | -12.1% | -24.4% | +12.3% | -10.4% |
| 3M | -16.3% | -44.6% | +28.3% | -12.9% |
| 6M | -34.1% | -56.7% | +22.6% | -30.5% |
| YTD | -25.3% | -61.6% | +36.3% | -20.9% |
| 1Y | +9.6% | -82.1% | +91.7% | +20.2% |
| 3Y | +132.7% | +161.5% | -28.9% | +102.0% |
| All | +104.5% | -45.9% | +150.4% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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