+10.3%
SLV vs SONY
-6.4%
+16.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.2% | +3.0% | +4.3% |
| 7D | -3.9% | +2.9% | -6.8% | -4.9% |
| 30D | -14.5% | +10.2% | -24.7% | -17.9% |
| 3M | -12.4% | +16.1% | -28.5% | -18.4% |
| 6M | -28.5% | +32.1% | -60.6% | -39.0% |
| YTD | -26.8% | +1.4% | -28.2% | -29.0% |
| 1Y | +10.3% | -7.0% | +17.4% | +9.7% |
| All | +10.3% | -6.4% | +16.7% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling