+40.4%
SMCI vs SLV
+185.9%
-145.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.3% | -5.6% | -4.2% |
| 7D | +5.2% | +2.8% | +2.4% | +4.0% |
| 30D | +23.7% | +2.2% | +21.5% | +22.5% |
| 3M | -4.2% | +2.9% | -7.1% | -5.3% |
| 6M | +21.7% | -22.4% | +44.1% | +31.6% |
| YTD | +33.0% | -5.7% | +38.7% | +30.2% |
| 1Y | -9.3% | +63.3% | -72.6% | -29.0% |
| All | +40.4% | +185.9% | -145.5% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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