+187.0%
SLV vs SPMO
+159.2%
+27.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +2.8% | +2.7% | +0.1% | +1.3% |
| 30D | +2.2% | +1.1% | +1.1% | +1.6% |
| 3M | +2.9% | +2.0% | +0.9% | +1.3% |
| 6M | -22.4% | +26.5% | -48.9% | -30.8% |
| YTD | -5.7% | +26.5% | -32.3% | -15.8% |
| 1Y | +63.3% | +27.9% | +35.4% | +45.4% |
| All | +187.0% | +159.2% | +27.7% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 3y: compounded portfolio wealth divided by compounded SPMO 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…
3y analysis · Full analysis span regression · 6 months rolling