+43.2%
TER vs SLV
+9.6%
+33.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.2% | -12.0% | -9.0% |
| 7D | -19.9% | -3.9% | -16.0% | -18.6% |
| 30D | -43.5% | -14.5% | -29.1% | -39.7% |
| 3M | -37.8% | -12.4% | -25.4% | -34.2% |
| 6M | -25.6% | -28.5% | +2.9% | -15.0% |
| YTD | +29.8% | -26.8% | +56.6% | +38.7% |
| 1Y | +43.2% | +10.3% | +32.8% | +18.9% |
| All | +43.2% | +9.6% | +33.6% | +18.9% |
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