+235.3%
SLV vs BAX
-37.8%
+273.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.2% | +2.5% |
| 7D | +2.8% | -5.1% | +7.9% | +3.5% |
| 30D | +2.2% | -12.2% | +14.4% | +3.9% |
| 3M | +2.9% | +21.8% | -18.9% | 0.0% |
| 6M | -22.4% | +36.3% | -58.7% | -25.9% |
| YTD | -5.7% | +27.8% | -33.6% | -9.2% |
| 1Y | +63.3% | -0.1% | +63.4% | +61.0% |
| 3Y | +189.0% | -33.3% | +222.3% | +194.8% |
| 5Y | +172.7% | -67.1% | +239.7% | +198.0% |
| 10Y | +235.3% | -36.9% | +272.2% | +216.2% |
| All | +235.3% | -37.8% | +273.1% | +216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BAX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling