+183.2%
SLV vs SPGI
+337.7%
-154.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -1.1% | -1.4% | +0.3% | -0.9% |
| 30D | -14.2% | +15.3% | -29.4% | -16.1% |
| 3M | -20.3% | +16.5% | -36.8% | -22.4% |
| 6M | -40.2% | +19.8% | -60.0% | -42.1% |
| YTD | -27.6% | -3.2% | -24.3% | -27.7% |
| 1Y | +0.4% | +1.8% | -1.4% | -0.6% |
| 3Y | +129.4% | +30.6% | +98.8% | +115.1% |
| 5Y | +99.8% | +16.0% | +83.8% | +88.3% |
| 10Y | +183.2% | +338.6% | -155.3% | +144.7% |
| All | +183.2% | +337.7% | -154.4% | +144.7% |
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