+62.0%
SLV vs BEN
+42.6%
+19.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -2.2% |
| 7D | -0.3% | +0.2% | -0.6% | -0.4% |
| 30D | +6.7% | -0.5% | +7.2% | +6.8% |
| 3M | -10.7% | +9.7% | -20.4% | -13.0% |
| 6M | -20.6% | +33.9% | -54.5% | -25.8% |
| YTD | -7.1% | +49.0% | -56.1% | -12.5% |
| 1Y | +62.0% | +42.1% | +19.9% | +49.9% |
| All | +62.0% | +42.6% | +19.4% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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