+89.9%
SLV vs SYY
+15.0%
+74.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.3% |
| 7D | -5.8% | +0.3% | -6.2% | -5.9% |
| 30D | -12.1% | -4.8% | -7.3% | -11.7% |
| 3M | -24.1% | -7.1% | -17.1% | -23.6% |
| 6M | -44.4% | +6.8% | -51.2% | -45.0% |
| YTD | -31.5% | +7.7% | -39.2% | -32.3% |
| 1Y | -6.9% | +5.7% | -12.6% | -7.9% |
| 3Y | +116.0% | +24.6% | +91.5% | +108.5% |
| All | +89.9% | +15.0% | +74.8% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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