+52.5%
SOXX vs SLV
+9.6%
+42.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.2% | -8.3% | -4.6% |
| 7D | -13.7% | -3.9% | -9.8% | -12.8% |
| 30D | -23.6% | -14.5% | -9.1% | -20.3% |
| 3M | -16.9% | -12.4% | -4.5% | -13.8% |
| 6M | -2.4% | -28.5% | +26.1% | +5.9% |
| YTD | +49.8% | -26.8% | +76.6% | +55.1% |
| 1Y | +52.5% | +10.3% | +42.2% | +24.3% |
| All | +52.5% | +9.6% | +42.9% | +24.3% |
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