+237.7%
SLV vs BEN
+132.4%
+105.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -1.1% | +7.2% | -8.3% | -2.1% |
| 30D | -14.2% | +14.1% | -28.3% | -15.8% |
| 3M | -20.3% | +9.9% | -30.2% | -21.4% |
| 6M | -40.2% | +17.4% | -57.6% | -41.5% |
| YTD | -27.6% | +57.3% | -84.9% | -32.0% |
| 1Y | +0.4% | +66.9% | -66.5% | -6.5% |
| 3Y | +129.4% | +85.7% | +43.7% | +108.3% |
| 5Y | +99.8% | +31.2% | +68.6% | +87.5% |
| 10Y | +183.2% | +61.0% | +122.2% | +150.5% |
| All | +237.7% | +132.4% | +105.4% | +130.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling