+333.1%
SLV vs SONY
+194.0%
+139.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.9% |
| 7D | -0.3% | -1.2% | +0.8% | -0.1% |
| 30D | +6.7% | +9.4% | -2.8% | +4.9% |
| 3M | -10.7% | +10.5% | -21.2% | -12.5% |
| 6M | -20.6% | +11.7% | -32.3% | -22.3% |
| YTD | -7.1% | -4.1% | -3.1% | -6.7% |
| 1Y | +62.0% | -11.8% | +73.8% | +64.8% |
| 3Y | +169.8% | +45.9% | +123.9% | +149.3% |
| 5Y | +161.5% | +16.3% | +145.2% | +147.6% |
| 10Y | +224.4% | +297.6% | -73.2% | +144.9% |
| All | +333.1% | +194.0% | +139.1% | +194.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling