+219.9%
SLV vs SONY
+293.1%
-73.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.8% |
| 7D | -2.8% | -2.7% | -0.2% | -2.4% |
| 30D | -1.6% | +1.5% | -3.1% | -2.0% |
| 3M | -4.4% | +13.0% | -17.4% | -7.0% |
| 6M | -25.4% | +11.2% | -36.6% | -27.1% |
| YTD | -9.8% | -6.6% | -3.1% | -9.1% |
| 1Y | +53.8% | -18.1% | +71.9% | +58.0% |
| 3Y | +174.7% | +42.1% | +132.6% | +154.8% |
| 5Y | +164.3% | +11.0% | +153.3% | +150.3% |
| All | +219.9% | +293.1% | -73.2% | +170.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling