+89.9%
SLV vs BDX
+27.1%
+62.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.4% |
| 7D | -5.8% | +2.9% | -8.7% | -6.3% |
| 30D | -12.1% | +15.4% | -27.6% | -14.3% |
| 3M | -24.1% | +20.5% | -44.6% | -26.6% |
| 6M | -44.4% | +53.2% | -97.6% | -48.5% |
| YTD | -31.5% | +45.7% | -77.2% | -35.8% |
| 1Y | -6.9% | +47.3% | -54.2% | -12.9% |
| 3Y | +116.0% | +25.1% | +91.0% | +107.4% |
| All | +89.9% | +27.1% | +62.8% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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