+2,944.9%
SMH vs SLV
+242.1%
+2,702.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.6% |
| 7D | +4.9% | -5.8% | +10.8% | +6.1% |
| 30D | -13.8% | -12.1% | -1.7% | -11.7% |
| 3M | -17.4% | -24.1% | +6.7% | -13.1% |
| 6M | -15.0% | -44.4% | +29.4% | -5.6% |
| YTD | +35.2% | -31.5% | +66.7% | +41.5% |
| 1Y | +41.6% | -6.9% | +48.5% | +40.0% |
| 3Y | +215.6% | +116.0% | +99.6% | +168.7% |
| 5Y | +233.2% | +88.4% | +144.8% | +187.0% |
| 10Y | +1,458.7% | +167.9% | +1,290.7% | +1,153.8% |
| All | +2,944.9% | +242.1% | +2,702.8% | +1,963.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling