+183.2%
SLV vs BHP
+345.2%
-161.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.1% |
| 7D | -1.1% | +2.4% | -3.5% | -2.1% |
| 30D | -14.2% | -5.4% | -8.8% | -12.0% |
| 3M | -20.3% | -6.9% | -13.5% | -17.7% |
| 6M | -40.2% | -4.3% | -35.9% | -38.7% |
| YTD | -27.6% | +41.6% | -69.2% | -34.9% |
| 1Y | +0.4% | +53.3% | -52.9% | -11.9% |
| 3Y | +129.4% | +58.4% | +71.0% | +97.7% |
| 5Y | +99.8% | +121.3% | -21.5% | +53.5% |
| 10Y | +183.2% | +349.0% | -165.7% | +77.2% |
| All | +183.2% | +345.2% | -161.9% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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