+226.7%
SLV vs SYY
+359.1%
-132.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.2% |
| 7D | -3.9% | +1.3% | -5.2% | -4.0% |
| 30D | -15.6% | -3.5% | -12.1% | -15.3% |
| 3M | -23.6% | -9.3% | -14.3% | -22.7% |
| 6M | -42.6% | +5.9% | -48.5% | -43.2% |
| YTD | -30.0% | +6.5% | -36.4% | -30.8% |
| 1Y | -6.6% | +4.0% | -10.6% | -7.5% |
| 3Y | +121.8% | +23.0% | +98.9% | +113.8% |
| 5Y | +92.7% | +14.3% | +78.3% | +86.0% |
| 10Y | +174.0% | +85.8% | +88.1% | +137.1% |
| All | +226.7% | +359.1% | -132.5% | +148.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling