+167.8%
SLV vs BEN
+42.4%
+125.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | +2.5% | +4.7% | -2.2% | +1.6% |
| 30D | +3.3% | +2.6% | +0.6% | +2.7% |
| 3M | -3.6% | +11.5% | -15.1% | -5.5% |
| 6M | -21.8% | +35.3% | -57.1% | -25.8% |
| YTD | -7.8% | +48.6% | -56.5% | -14.0% |
| 1Y | +58.3% | +46.7% | +11.6% | +47.8% |
| 3Y | +182.6% | +57.0% | +125.6% | +157.3% |
| 5Y | +167.8% | +41.8% | +126.0% | +133.3% |
| All | +167.8% | +42.4% | +125.4% | +133.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling