+182.6%
SLV vs TGT
+46.0%
+136.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.7% |
| 7D | +2.5% | -0.6% | +3.1% | +2.5% |
| 30D | +3.3% | +9.5% | -6.3% | +2.7% |
| 3M | -3.6% | +32.3% | -35.8% | -5.4% |
| 6M | -21.8% | +37.0% | -58.8% | -23.6% |
| YTD | -7.8% | +71.0% | -78.9% | -11.7% |
| 1Y | +58.3% | +85.0% | -26.7% | +50.4% |
| 3Y | +182.6% | +46.8% | +135.8% | +170.1% |
| All | +182.6% | +46.0% | +136.5% | +170.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 3y: compounded portfolio wealth divided by compounded TGT 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…
3y analysis · Full analysis span regression · 6 months rolling