+216.5%
SLV vs BEN
+56.7%
+159.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -5.1% |
| 7D | -5.0% | +0.3% | -5.4% | -5.1% |
| 30D | -1.8% | +0.9% | -2.7% | -1.9% |
| 3M | -0.3% | +9.2% | -9.5% | -1.4% |
| 6M | -28.2% | +36.8% | -65.0% | -30.8% |
| YTD | -10.7% | +44.4% | -55.1% | -14.6% |
| 1Y | +53.7% | +45.8% | +7.9% | +46.7% |
| 3Y | +173.7% | +52.5% | +121.1% | +157.5% |
| 5Y | +161.5% | +37.7% | +123.8% | +145.0% |
| All | +216.5% | +56.7% | +159.8% | +187.5% |
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