+182.0%
SLV vs BEN
+58.0%
+124.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.1% |
| 7D | -3.9% | +11.3% | -15.2% | -5.3% |
| 30D | -15.6% | +15.0% | -30.7% | -17.2% |
| 3M | -23.6% | +7.8% | -31.5% | -24.4% |
| 6M | -42.6% | +15.5% | -58.1% | -43.6% |
| YTD | -30.0% | +55.4% | -85.4% | -33.7% |
| 1Y | -6.6% | +63.3% | -69.9% | -12.1% |
| 3Y | +121.8% | +83.4% | +38.4% | +104.4% |
| 5Y | +92.7% | +28.1% | +64.6% | +80.8% |
| All | +182.0% | +58.0% | +124.0% | +155.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling