+57.9%
SLV vs ADVB
-97.5%
+155.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.1% |
| 7D | +5.1% | -13.9% | +19.0% | +5.1% |
| 30D | -12.9% | -68.1% | +55.2% | -13.2% |
| 3M | -16.1% | -73.4% | +57.3% | -16.5% |
| 6M | -33.2% | -70.8% | +37.6% | -33.7% |
| YTD | -27.2% | -66.1% | +38.9% | -27.9% |
| 1Y | +7.6% | -77.5% | +85.1% | +6.5% |
| All | +57.9% | -97.5% | +155.4% | +64.6% |
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