+236.5%
SLV vs SMTC
+513.1%
-276.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -3.2% |
| 7D | +3.7% | -10.9% | +14.6% | +4.5% |
| 30D | -15.2% | -39.4% | +24.3% | -11.0% |
| 3M | -21.8% | -13.5% | -8.2% | -21.5% |
| 6M | -36.3% | -6.8% | -29.5% | -37.2% |
| YTD | -27.8% | +54.0% | -81.9% | -32.7% |
| 1Y | +1.5% | +50.8% | -49.3% | -5.2% |
| 3Y | +128.5% | +677.3% | -548.8% | +71.7% |
| 5Y | +103.2% | +28.7% | +74.5% | +79.2% |
| 10Y | +164.7% | +339.9% | -175.2% | +93.4% |
| All | +236.5% | +513.1% | -276.6% | +135.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling