+106.9%
SLV vs BB
-20.8%
+127.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | -0.7% |
| 7D | +5.1% | +3.8% | +1.3% | +4.5% |
| 30D | -12.9% | -0.3% | -12.6% | -13.0% |
| 3M | -16.1% | -0.5% | -15.6% | -16.4% |
| 6M | -33.2% | +45.9% | -79.1% | -36.7% |
| YTD | -27.2% | +130.6% | -157.8% | -35.0% |
| 1Y | +7.6% | +89.2% | -81.6% | -1.9% |
| 3Y | +122.3% | +137.5% | -15.2% | +90.8% |
| All | +106.9% | -20.8% | +127.8% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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