+71.7%
TER vs SLV
+90.3%
-18.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.5% |
| 7D | +14.4% | -5.8% | +20.2% | +17.2% |
| 30D | -30.6% | -12.1% | -18.4% | -26.9% |
| 3M | -39.2% | -24.1% | -15.1% | -32.1% |
| 6M | -31.3% | -44.4% | +13.1% | -14.6% |
| YTD | +29.1% | -31.5% | +60.6% | +42.1% |
| 1Y | +47.4% | -6.9% | +54.4% | +44.3% |
| 3Y | +191.2% | +116.0% | +75.2% | +106.8% |
| All | +71.7% | +90.3% | -18.6% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling