+184.2%
SLV vs BBWI
-42.5%
+226.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.1% | -1.3% |
| 7D | -0.3% | +1.5% | -1.8% | -0.4% |
| 30D | +6.7% | -5.2% | +11.9% | +6.9% |
| 3M | -10.7% | +11.1% | -21.8% | -11.3% |
| 6M | -20.6% | -13.4% | -7.2% | -20.5% |
| YTD | -7.1% | +0.1% | -7.2% | -8.1% |
| 1Y | +62.0% | -36.1% | +98.1% | +65.0% |
| All | +184.2% | -42.5% | +226.6% | +188.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling