+1,537.1%
SOXX vs SLV
+224.3%
+1,312.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.6% |
| 7D | +1.4% | -2.8% | +4.2% | +2.2% |
| 30D | -3.6% | -1.6% | -2.0% | -3.2% |
| 3M | -10.2% | -4.4% | -5.7% | -9.3% |
| 6M | +54.2% | -25.4% | +79.6% | +65.1% |
| YTD | +75.2% | -9.8% | +85.0% | +72.3% |
| 1Y | +107.5% | +53.8% | +53.7% | +74.4% |
| 3Y | +226.8% | +174.7% | +52.1% | +132.6% |
| 5Y | +251.2% | +164.3% | +86.9% | +147.6% |
| All | +1,537.1% | +224.3% | +1,312.8% | +882.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling