+143.7%
SLVR vs SPY
+30.0%
+113.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.4% | +3.5% | +2.6% |
| 7D | +12.6% | +0.1% | +12.5% | +12.5% |
| 30D | -7.3% | -3.3% | -4.0% | -2.6% |
| 3M | -13.2% | -2.4% | -10.8% | -9.8% |
| 6M | -23.2% | +2.6% | -25.7% | -24.1% |
| YTD | -9.9% | +11.2% | -21.1% | -17.8% |
| 1Y | +28.3% | +13.4% | +14.9% | +15.6% |
| All | +143.7% | +30.0% | +113.7% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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