-6.6%
SLV vs BAX
+40.9%
-47.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.7% |
| 7D | -3.9% | +0.4% | -4.2% | -3.9% |
| 30D | -15.6% | +3.4% | -19.1% | -16.4% |
| 3M | -23.6% | -4.5% | -19.2% | -22.9% |
| 6M | -42.6% | +44.0% | -86.6% | -49.2% |
| YTD | -30.0% | +34.9% | -64.8% | -35.6% |
| 1Y | -6.6% | +37.9% | -44.5% | -14.4% |
| All | -6.6% | +40.9% | -47.5% | -14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling