+165.7%
SLV vs SPGI
+8.3%
+157.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.9% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | +6.7% | +8.4% | -1.7% | +5.2% |
| 3M | -10.7% | +11.8% | -22.5% | -12.6% |
| 6M | -20.6% | +5.7% | -26.3% | -21.6% |
| YTD | -7.1% | -9.7% | +2.5% | -6.0% |
| 1Y | +62.0% | -12.5% | +74.4% | +65.0% |
| 3Y | +169.8% | +21.8% | +148.0% | +151.5% |
| All | +165.7% | +8.3% | +157.5% | +138.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling