+333.1%
SLV vs TECH
+518.8%
-185.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +6.7% | +0.7% | +6.0% | +6.6% |
| 3M | -10.7% | +36.3% | -47.0% | -14.8% |
| 6M | -20.6% | +25.6% | -46.2% | -23.9% |
| YTD | -7.1% | +23.7% | -30.8% | -10.7% |
| 1Y | +62.0% | +37.6% | +24.3% | +53.0% |
| 3Y | +169.8% | -6.6% | +176.4% | +164.7% |
| 5Y | +161.5% | -42.2% | +203.7% | +170.2% |
| 10Y | +224.4% | +187.6% | +36.8% | +156.8% |
| All | +333.1% | +518.8% | -185.7% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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