+10.3%
SLV vs BEN
+56.2%
-45.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.7% | +0.5% | +3.1% |
| 7D | -3.9% | +6.7% | -10.6% | -6.5% |
| 30D | -14.5% | +3.0% | -17.5% | -15.7% |
| 3M | -12.4% | -4.3% | -8.1% | -11.3% |
| 6M | -28.5% | +16.4% | -44.8% | -31.8% |
| YTD | -26.8% | +46.8% | -73.6% | -33.3% |
| 1Y | +10.3% | +57.3% | -47.0% | -2.7% |
| All | +10.3% | +56.2% | -45.9% | -2.7% |
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