+1,307.7%
TER vs SLV
+263.3%
+1,044.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -20.5% | +5.1% | -25.6% | -21.7% |
| 30D | -47.0% | -12.9% | -34.1% | -45.0% |
| 3M | -43.3% | -16.1% | -27.2% | -40.5% |
| 6M | -42.9% | -33.2% | -9.7% | -36.4% |
| YTD | +12.9% | -27.2% | +40.1% | +20.4% |
| 1Y | +18.2% | +7.6% | +10.5% | +14.2% |
| 3Y | +151.8% | +122.3% | +29.4% | +102.8% |
| 5Y | +54.2% | +109.7% | -55.5% | +24.5% |
| 10Y | +908.2% | +168.4% | +739.8% | +646.2% |
| All | +1,307.7% | +263.3% | +1,044.4% | +709.2% |
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 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