+106.9%
SLV vs BBWI
-67.9%
+174.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.1% | 0.0% |
| 7D | +5.1% | -6.2% | +11.3% | +5.4% |
| 30D | -12.9% | +19.9% | -32.8% | -13.6% |
| 3M | -16.1% | +7.1% | -23.2% | -16.5% |
| 6M | -33.2% | +13.7% | -46.8% | -33.8% |
| YTD | -27.2% | +9.6% | -36.8% | -28.2% |
| 1Y | +7.6% | -1.6% | +9.3% | +6.5% |
| 3Y | +122.3% | -25.9% | +148.2% | +122.8% |
| All | +106.9% | -67.9% | +174.8% | +109.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling