+89.9%
SLV vs SO
+79.0%
+10.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -2.5% |
| 7D | -5.8% | +1.4% | -7.2% | -6.1% |
| 30D | -12.1% | +4.7% | -16.8% | -13.1% |
| 3M | -24.1% | +1.7% | -25.8% | -24.5% |
| 6M | -44.4% | +2.2% | -46.5% | -44.9% |
| YTD | -31.5% | +10.0% | -41.5% | -33.6% |
| 1Y | -6.9% | +6.0% | -13.0% | -8.9% |
| 3Y | +116.0% | +54.1% | +61.9% | +84.0% |
| All | +89.9% | +79.0% | +10.9% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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