+167.8%
SLV vs TD
+123.5%
+44.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.2% | -0.4% |
| 7D | +2.5% | +0.9% | +1.6% | +2.2% |
| 30D | +3.3% | -0.7% | +3.9% | +3.5% |
| 3M | -3.6% | +6.3% | -9.9% | -6.2% |
| 6M | -21.8% | +27.9% | -49.7% | -29.5% |
| YTD | -7.8% | +29.8% | -37.7% | -17.1% |
| 1Y | +58.3% | +63.7% | -5.4% | +31.5% |
| 3Y | +182.6% | +128.3% | +54.2% | +107.6% |
| 5Y | +167.8% | +125.5% | +42.3% | +85.1% |
| All | +167.8% | +123.5% | +44.3% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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