+1,709.5%
BE vs SLV
+118.7%
+1,590.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -3.9% |
| 7D | +10.8% | -5.8% | +16.7% | +14.3% |
| 30D | -19.8% | -12.1% | -7.7% | -14.5% |
| 3M | -18.7% | -24.1% | +5.4% | -7.1% |
| 6M | -33.7% | -44.4% | +10.6% | -14.4% |
| YTD | +121.0% | -31.5% | +152.5% | +143.3% |
| 1Y | +85.4% | -6.9% | +92.3% | +70.2% |
| 3Y | +1,709.5% | +116.0% | +1,593.5% | +845.3% |
| All | +1,709.5% | +118.7% | +1,590.8% | +845.3% |
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