+130.6%
SLVR vs SPY
+29.5%
+101.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.9% |
| 7D | +8.9% | -0.6% | +9.4% | +9.8% |
| 30D | -12.3% | -3.7% | -8.6% | -7.4% |
| 3M | -20.7% | -2.7% | -17.9% | -17.1% |
| 6M | -27.3% | +2.2% | -29.5% | -27.8% |
| YTD | -14.7% | +10.8% | -25.6% | -21.8% |
| 1Y | +13.7% | +11.2% | +2.5% | +4.1% |
| All | +130.6% | +29.5% | +101.1% | +99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling