+58.3%
SLV vs SPG
+22.1%
+36.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -1.9% | -0.8% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | +3.3% | -4.9% | +8.2% | +3.3% |
| 3M | -3.6% | +3.3% | -6.9% | -4.6% |
| 6M | -21.8% | +11.2% | -33.0% | -24.0% |
| YTD | -7.8% | +17.1% | -24.9% | -10.2% |
| 1Y | +58.3% | +21.6% | +36.7% | +56.2% |
| All | +58.3% | +22.1% | +36.2% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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