+172.7%
SLV vs TE
-43.0%
+215.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.0% | +5.2% | +2.4% |
| 7D | +2.8% | +15.0% | -12.2% | +1.9% |
| 30D | +2.2% | -7.5% | +9.7% | +2.5% |
| 3M | +2.9% | -42.0% | +44.9% | +5.3% |
| 6M | -22.4% | -31.4% | +9.0% | -21.9% |
| YTD | -5.7% | -26.5% | +20.8% | -5.7% |
| 1Y | +63.3% | +153.1% | -89.8% | +53.5% |
| 3Y | +189.0% | -20.7% | +209.7% | +180.9% |
| 5Y | +172.7% | -45.4% | +218.1% | +175.0% |
| All | +172.7% | -43.0% | +215.7% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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