+110.0%
SLV vs SWKS
-44.4%
+154.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.2% |
| 7D | -0.7% | -9.2% | +8.5% | +0.5% |
| 30D | -15.4% | -1.9% | -13.5% | -15.3% |
| 3M | -16.3% | +21.2% | -37.5% | -18.9% |
| 6M | -28.8% | +12.9% | -41.7% | -30.6% |
| YTD | -27.1% | +30.7% | -57.9% | -30.5% |
| 1Y | +7.5% | +14.1% | -6.6% | +4.3% |
| 3Y | +121.2% | -1.7% | +122.9% | +113.4% |
| 5Y | +110.0% | -43.0% | +153.0% | +97.2% |
| All | +110.0% | -44.4% | +154.4% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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