+62.1%
SLV vs ADVB
-97.4%
+159.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.5% | -0.8% | +2.7% |
| 7D | +5.6% | -1.2% | +6.8% | +5.6% |
| 30D | -12.1% | -61.4% | +49.3% | -12.3% |
| 3M | -16.3% | -67.8% | +51.5% | -16.7% |
| 6M | -34.1% | -66.9% | +32.8% | -34.6% |
| YTD | -25.3% | -64.9% | +39.6% | -26.0% |
| 1Y | +9.6% | -74.8% | +84.4% | +8.6% |
| All | +62.1% | -97.4% | +159.6% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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