+75.7%
V vs SLV
+123.6%
-47.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.6% |
| 7D | -0.4% | -3.9% | +3.5% | -0.3% |
| 30D | +6.3% | -15.6% | +22.0% | +6.6% |
| 3M | +17.2% | -23.6% | +40.8% | +17.5% |
| 6M | +29.2% | -42.6% | +71.8% | +30.6% |
| YTD | +20.8% | -30.0% | +50.7% | +21.5% |
| 1Y | +25.0% | -6.6% | +31.6% | +24.4% |
| All | +75.7% | +123.6% | -47.9% | +65.2% |
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