+10.3%
SLV vs BBWI
+2.4%
+8.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.1% | +1.1% | +5.2% |
| 7D | -3.9% | +8.8% | -12.7% | -3.7% |
| 30D | -14.5% | +34.8% | -49.3% | -14.1% |
| 3M | -12.4% | +12.9% | -25.3% | -12.1% |
| 6M | -28.5% | +29.6% | -58.1% | -28.3% |
| YTD | -26.8% | +20.8% | -47.6% | -27.7% |
| 1Y | +10.3% | +4.1% | +6.3% | +10.4% |
| All | +10.3% | +2.4% | +8.0% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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