+182.6%
SLV vs SONY
+41.5%
+141.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.4% | +0.2% |
| 7D | +2.5% | -5.2% | +7.7% | +3.8% |
| 30D | +3.3% | +0.3% | +3.0% | +3.1% |
| 3M | -3.6% | +6.2% | -9.8% | -5.3% |
| 6M | -21.8% | +9.5% | -31.4% | -23.9% |
| YTD | -7.8% | -8.1% | +0.2% | -7.7% |
| 1Y | +58.3% | -17.9% | +76.2% | +60.9% |
| 3Y | +182.6% | +41.5% | +141.1% | +170.6% |
| All | +182.6% | +41.5% | +141.1% | +170.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling