+165.7%
SLV vs B
+153.8%
+11.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | +0.3% |
| 7D | -0.3% | -1.6% | +1.3% | +0.7% |
| 30D | +6.7% | +9.4% | -2.7% | -0.4% |
| 3M | -10.7% | +5.0% | -15.7% | -14.1% |
| 6M | -20.6% | -3.5% | -17.1% | -19.1% |
| YTD | -7.1% | +4.5% | -11.6% | -5.7% |
| 1Y | +62.0% | +67.8% | -5.8% | +26.4% |
| 3Y | +169.8% | +196.7% | -26.9% | +49.0% |
| All | +165.7% | +153.8% | +11.9% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling