+218.9%
SLV vs SPGI
+296.1%
-77.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.2% |
| 7D | +2.5% | -2.5% | +5.0% | +2.9% |
| 30D | +3.3% | +5.4% | -2.2% | +2.3% |
| 3M | -3.6% | +9.0% | -12.6% | -5.2% |
| 6M | -21.8% | +0.8% | -22.6% | -22.2% |
| YTD | -7.8% | -12.6% | +4.7% | -6.4% |
| 1Y | +58.3% | -16.1% | +74.4% | +61.8% |
| 3Y | +182.6% | +19.0% | +163.6% | +168.7% |
| 5Y | +167.8% | +5.1% | +162.7% | +156.4% |
| 10Y | +218.9% | +295.5% | -76.6% | +173.3% |
| All | +218.9% | +296.1% | -77.3% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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