+89.9%
SLV vs ALB
-64.0%
+153.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.9% |
| 7D | -5.8% | -5.8% | -0.1% | -4.8% |
| 30D | -12.1% | -4.5% | -7.6% | -11.3% |
| 3M | -24.1% | -28.1% | +4.0% | -19.6% |
| 6M | -44.4% | -53.2% | +8.8% | -36.4% |
| YTD | -31.5% | -33.3% | +1.8% | -25.7% |
| 1Y | -6.9% | -17.4% | +10.5% | -1.6% |
| 3Y | +116.0% | -14.1% | +130.1% | +119.6% |
| All | +89.9% | -64.0% | +153.8% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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