+175.9%
SLV vs SPGI
+335.6%
-159.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.6% |
| 7D | +5.6% | -0.9% | +6.5% | +5.8% |
| 30D | -12.1% | +15.5% | -27.6% | -14.2% |
| 3M | -16.3% | +15.7% | -31.9% | -18.3% |
| 6M | -34.1% | +19.1% | -53.1% | -36.2% |
| YTD | -25.3% | -4.1% | -21.2% | -25.3% |
| 1Y | +9.6% | +1.2% | +8.4% | +8.5% |
| 3Y | +132.7% | +31.6% | +101.1% | +117.8% |
| 5Y | +113.7% | +12.4% | +101.2% | +102.3% |
| 10Y | +175.9% | +334.3% | -158.4% | +138.8% |
| All | +175.9% | +335.6% | -159.7% | +138.8% |
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