+177.1%
SLV vs B
+198.7%
-21.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | +0.5% |
| 7D | -0.3% | -1.6% | +1.3% | +0.8% |
| 30D | +6.7% | +9.4% | -2.7% | -1.1% |
| 3M | -10.7% | +5.0% | -15.7% | -14.6% |
| 6M | -20.6% | -3.5% | -17.1% | -19.2% |
| YTD | -7.1% | +4.5% | -11.6% | -5.3% |
| 1Y | +62.0% | +67.8% | -5.8% | +28.1% |
| All | +177.1% | +198.7% | -21.7% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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