+99.8%
SLV vs B
+114.1%
-14.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +1.5% |
| 7D | -1.1% | -2.7% | +1.6% | +0.7% |
| 30D | -14.2% | -4.3% | -9.8% | -11.5% |
| 3M | -20.3% | -2.3% | -18.0% | -19.1% |
| 6M | -40.2% | -16.2% | -24.0% | -32.8% |
| YTD | -27.6% | -8.8% | -18.8% | -19.1% |
| 1Y | +0.4% | +11.4% | -10.9% | +0.7% |
| 3Y | +129.4% | +174.3% | -44.9% | +35.3% |
| 5Y | +99.8% | +116.2% | -16.4% | +31.7% |
| All | +99.8% | +114.1% | -14.3% | +31.7% |
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