+127.5%
SLV vs SRE
+22.8%
+104.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -3.4% |
| 7D | +3.7% | -8.2% | +11.8% | +4.7% |
| 30D | -15.2% | -3.6% | -11.5% | -14.9% |
| 3M | -21.8% | -6.3% | -15.5% | -21.3% |
| 6M | -36.3% | -13.0% | -23.3% | -35.3% |
| YTD | -27.8% | -9.2% | -18.6% | -27.3% |
| 1Y | +1.5% | -13.1% | +14.6% | +3.0% |
| All | +127.5% | +22.8% | +104.7% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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