+698.5%
STX vs SLV
+123.6%
+574.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | 0.0% |
| 7D | +16.8% | -3.9% | +20.7% | +18.5% |
| 30D | -27.0% | -15.6% | -11.4% | -22.6% |
| 3M | -37.9% | -23.6% | -14.3% | -32.1% |
| 6M | -32.5% | -42.6% | +10.1% | -19.6% |
| YTD | +98.6% | -30.0% | +128.6% | +115.7% |
| 1Y | +93.6% | -6.6% | +100.2% | +90.4% |
| All | +698.5% | +123.6% | +574.9% | +541.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling