+207.8%
TER vs SLV
+123.6%
+84.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.5% | +0.6% |
| 7D | +24.0% | -3.9% | +27.8% | +26.0% |
| 30D | -30.6% | -15.6% | -15.0% | -25.6% |
| 3M | -34.5% | -23.6% | -10.9% | -26.9% |
| 6M | -26.4% | -42.6% | +16.2% | -9.5% |
| YTD | +36.4% | -30.0% | +66.4% | +48.4% |
| 1Y | +47.4% | -6.6% | +54.0% | +43.2% |
| All | +207.8% | +123.6% | +84.2% | +115.2% |
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