+113.7%
SLV vs SPOT
+115.8%
-2.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.6% |
| 7D | +5.6% | +2.5% | +3.1% | +5.4% |
| 30D | -12.1% | +15.1% | -27.2% | -13.4% |
| 3M | -16.3% | +24.8% | -41.1% | -18.4% |
| 6M | -34.1% | +45.8% | -79.8% | -36.9% |
| YTD | -25.3% | +4.9% | -30.2% | -26.3% |
| 1Y | +9.6% | -1.3% | +10.9% | +8.7% |
| 3Y | +132.7% | +257.7% | -125.0% | +100.7% |
| 5Y | +113.7% | +118.5% | -4.8% | +90.7% |
| All | +113.7% | +115.8% | -2.1% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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