+324.2%
SMH vs SLV
+157.7%
+166.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.3% | +2.9% | -1.0% |
| 7D | +1.4% | -5.0% | +6.4% | +2.8% |
| 30D | -2.2% | -1.8% | -0.4% | -1.8% |
| 3M | -1.9% | -0.3% | -1.6% | -2.0% |
| 6M | +41.0% | -28.2% | +69.2% | +51.6% |
| YTD | +55.6% | -10.7% | +66.3% | +51.4% |
| 1Y | +86.8% | +53.7% | +33.1% | +52.1% |
| 3Y | +277.7% | +173.7% | +104.0% | +155.6% |
| 5Y | +324.2% | +161.5% | +162.7% | +170.1% |
| All | +324.2% | +157.7% | +166.4% | +170.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling