+2,731.8%
SOXX vs SLV
+345.7%
+2,386.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.3% | +2.6% | -1.7% |
| 7D | +3.0% | -5.0% | +8.1% | +4.1% |
| 30D | -3.1% | -1.8% | -1.3% | -2.8% |
| 3M | -4.4% | -0.3% | -4.1% | -4.4% |
| 6M | +52.9% | -28.2% | +81.1% | +62.3% |
| YTD | +72.0% | -10.7% | +82.7% | +71.6% |
| 1Y | +105.1% | +53.7% | +51.4% | +83.5% |
| 3Y | +220.6% | +173.7% | +46.9% | +156.3% |
| 5Y | +244.8% | +161.5% | +83.3% | +175.3% |
| 10Y | +1,537.1% | +217.5% | +1,319.6% | +1,137.8% |
| All | +2,731.8% | +345.7% | +2,386.0% | +1,620.4% |
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