+165.7%
SLV vs SPG
+102.5%
+63.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -0.3% | -2.4% | +2.1% | +0.1% |
| 30D | +6.7% | -6.8% | +13.5% | +7.9% |
| 3M | -10.7% | +2.7% | -13.4% | -11.4% |
| 6M | -20.6% | +5.5% | -26.1% | -21.6% |
| YTD | -7.1% | +15.7% | -22.8% | -9.9% |
| 1Y | +62.0% | +20.9% | +41.1% | +55.9% |
| 3Y | +169.8% | +112.4% | +57.4% | +134.8% |
| All | +165.7% | +102.5% | +63.2% | +123.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling