+154.1%
SLV vs SMR
-3.5%
+157.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -0.3% | +4.4% | -4.7% | -0.7% |
| 30D | +6.7% | +3.4% | +3.3% | +6.3% |
| 3M | -10.7% | -19.2% | +8.5% | -9.7% |
| 6M | -20.6% | -22.6% | +2.0% | -19.9% |
| YTD | -7.1% | -31.5% | +24.4% | -5.5% |
| 1Y | +62.0% | -73.1% | +135.1% | +71.5% |
| 3Y | +169.8% | +55.0% | +114.9% | +143.7% |
| All | +154.1% | -3.5% | +157.6% | +144.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling