+2,203.3%
TER vs SLV
+363.7%
+1,839.5%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.8% |
| 7D | +0.6% | -0.3% | +1.0% | +0.7% |
| 30D | -8.3% | +6.7% | -15.0% | -9.9% |
| 3M | -12.2% | -10.7% | -1.5% | -9.5% |
| 6M | +17.1% | -20.6% | +37.7% | +24.1% |
| YTD | +84.7% | -7.1% | +91.8% | +84.3% |
| 1Y | +199.9% | +62.0% | +137.9% | +160.2% |
| 3Y | +232.8% | +169.8% | +62.9% | +153.1% |
| 5Y | +198.6% | +161.5% | +37.1% | +126.4% |
| 10Y | +1,669.7% | +224.4% | +1,445.3% | +1,138.1% |
| All | +2,203.3% | +363.7% | +1,839.5% | +1,138.2% |
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