+43.4%
SMH vs SLV
+9.6%
+33.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.2% | -7.9% | -4.0% |
| 7D | -11.2% | -3.9% | -7.3% | -10.3% |
| 30D | -20.4% | -14.5% | -6.0% | -17.4% |
| 3M | -12.4% | -12.4% | 0.0% | -9.6% |
| 6M | -0.5% | -28.5% | +28.0% | +6.9% |
| YTD | +40.0% | -26.8% | +66.8% | +44.0% |
| 1Y | +43.4% | +10.3% | +33.1% | +19.3% |
| All | +43.4% | +9.6% | +33.8% | +19.3% |
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