+219.5%
SLV vs TGT
+408.2%
-188.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | -5.8% | +2.6% | -8.5% | -6.0% |
| 30D | -12.1% | +4.7% | -16.8% | -12.4% |
| 3M | -24.1% | +4.6% | -28.7% | -24.4% |
| 6M | -44.4% | +34.9% | -79.3% | -45.5% |
| YTD | -31.5% | +70.9% | -102.4% | -34.1% |
| 1Y | -6.9% | +84.4% | -91.3% | -10.9% |
| 3Y | +116.0% | +69.1% | +46.9% | +106.7% |
| 5Y | +88.4% | -26.9% | +115.4% | +87.9% |
| 10Y | +167.9% | +207.6% | -39.7% | +145.8% |
| All | +219.5% | +408.2% | -188.7% | +189.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling