+226.7%
SLV vs TGT
+406.5%
-179.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -3.2% |
| 7D | -3.9% | +2.6% | -6.4% | -4.0% |
| 30D | -15.6% | +6.6% | -22.3% | -16.0% |
| 3M | -23.6% | +5.2% | -28.8% | -23.9% |
| 6M | -42.6% | +35.3% | -77.9% | -43.8% |
| YTD | -30.0% | +70.3% | -100.3% | -32.6% |
| 1Y | -6.6% | +81.2% | -87.8% | -10.5% |
| 3Y | +121.8% | +66.9% | +54.9% | +112.5% |
| 5Y | +92.7% | -27.2% | +119.8% | +92.2% |
| 10Y | +174.0% | +206.6% | -32.6% | +151.4% |
| All | +226.7% | +406.5% | -179.8% | +195.7% |
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