+96.2%
SMH vs SLV
+60.8%
+35.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.9% |
| 7D | +2.5% | -0.3% | +2.8% | +2.6% |
| 30D | -0.5% | +6.7% | -7.2% | -1.9% |
| 3M | -9.6% | -10.7% | +1.0% | -7.9% |
| 6M | +42.1% | -20.6% | +62.7% | +46.5% |
| YTD | +57.4% | -7.1% | +64.6% | +54.0% |
| 1Y | +96.2% | +62.0% | +34.2% | +67.8% |
| All | +96.2% | +60.8% | +35.4% | +67.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling