+286.9%
SLV vs SPOT
+227.0%
+60.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.9% |
| 7D | -0.3% | -0.9% | +0.6% | -0.2% |
| 30D | +6.7% | +12.5% | -5.8% | +5.4% |
| 3M | -10.7% | +9.9% | -20.6% | -11.6% |
| 6M | -20.6% | +1.6% | -22.2% | -21.1% |
| YTD | -7.1% | -6.6% | -0.5% | -7.2% |
| 1Y | +62.0% | -22.9% | +84.9% | +64.4% |
| 3Y | +169.8% | +244.3% | -74.4% | +138.1% |
| 5Y | +161.5% | +117.8% | +43.6% | +132.0% |
| All | +286.9% | +227.0% | +60.0% | +220.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling