+182.6%
SLV vs BHP
+87.4%
+95.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -2.1% |
| 7D | +2.5% | +1.3% | +1.2% | +1.5% |
| 30D | +3.3% | +4.0% | -0.7% | +0.1% |
| 3M | -3.6% | +12.3% | -15.9% | -12.1% |
| 6M | -21.8% | +30.8% | -52.6% | -36.0% |
| YTD | -7.8% | +58.8% | -66.6% | -31.0% |
| 1Y | +58.3% | +76.8% | -18.6% | +12.3% |
| 3Y | +182.6% | +87.5% | +95.1% | +100.0% |
| All | +182.6% | +87.4% | +95.2% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling