+184.2%
SLV vs SMTC
+514.4%
-330.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.2% | -10.4% | -2.2% |
| 7D | -0.3% | +12.7% | -13.1% | -1.7% |
| 30D | +6.7% | +22.0% | -15.3% | +3.8% |
| 3M | -10.7% | -12.7% | +2.0% | -10.3% |
| 6M | -20.6% | +64.8% | -85.4% | -25.5% |
| YTD | -7.1% | +100.7% | -107.8% | -14.3% |
| 1Y | +62.0% | +146.9% | -84.9% | +46.8% |
| All | +184.2% | +514.4% | -330.2% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 3y: compounded portfolio wealth divided by compounded SMTC 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…
3y analysis · Full analysis span regression · 6 months rolling