+170.8%
ABBV vs SLV
+164.2%
+6.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -3.0% |
| 7D | -4.3% | +2.5% | -6.8% | -4.3% |
| 30D | +1.1% | +3.3% | -2.1% | +1.1% |
| 3M | +12.3% | -3.6% | +15.9% | +12.4% |
| 6M | +9.8% | -21.8% | +31.6% | +10.1% |
| YTD | +11.5% | -7.8% | +19.3% | +10.4% |
| 1Y | +22.3% | +58.3% | -36.0% | +18.0% |
| 3Y | +85.2% | +182.6% | -97.4% | +74.2% |
| 5Y | +170.8% | +167.8% | +3.0% | +146.6% |
| All | +170.8% | +164.2% | +6.6% | +146.6% |
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