+165.7%
SLV vs SNPS
+17.0%
+148.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -0.5% |
| 7D | -0.3% | -11.0% | +10.7% | +1.3% |
| 30D | +6.7% | -1.7% | +8.4% | +6.9% |
| 3M | -10.7% | -20.4% | +9.7% | -8.0% |
| 6M | -20.6% | -8.6% | -12.0% | -19.9% |
| YTD | -7.1% | -16.2% | +9.0% | -5.4% |
| 1Y | +62.0% | -34.6% | +96.6% | +67.3% |
| 3Y | +169.8% | -14.5% | +184.3% | +162.6% |
| All | +165.7% | +17.0% | +148.7% | +137.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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