+329.8%
SLV vs BEN
+119.6%
+210.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | +2.5% | +4.7% | -2.2% | +1.8% |
| 30D | +3.3% | +2.6% | +0.6% | +2.9% |
| 3M | -3.6% | +11.5% | -15.1% | -5.0% |
| 6M | -21.8% | +35.3% | -57.1% | -25.0% |
| YTD | -7.8% | +48.6% | -56.5% | -12.8% |
| 1Y | +58.3% | +46.7% | +11.6% | +49.9% |
| 3Y | +182.6% | +57.0% | +125.6% | +162.4% |
| 5Y | +167.8% | +41.8% | +126.0% | +148.6% |
| 10Y | +218.9% | +55.2% | +163.6% | +183.1% |
| All | +329.8% | +119.6% | +210.3% | +195.6% |
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