+58.3%
SLV vs STZ
-16.0%
+74.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.6% | +4.9% | -0.1% |
| 7D | +2.5% | -7.4% | +9.9% | +3.4% |
| 30D | +3.3% | -10.9% | +14.1% | +4.5% |
| 3M | -3.6% | -13.4% | +9.8% | -1.8% |
| 6M | -21.8% | -16.2% | -5.6% | -19.9% |
| YTD | -7.8% | -10.4% | +2.6% | -7.3% |
| 1Y | +58.3% | -14.8% | +73.1% | +59.1% |
| All | +58.3% | -16.0% | +74.3% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling