-20.6%
SLV vs SPMO
+25.8%
-46.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.5% |
| 7D | -0.3% | +2.0% | -2.3% | -1.9% |
| 30D | +6.7% | -0.4% | +7.1% | +6.9% |
| 3M | -10.7% | -1.9% | -8.8% | -10.9% |
| 6M | -20.6% | +25.0% | -45.6% | -42.4% |
| All | -20.6% | +25.8% | -46.4% | -42.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling