+103.2%
SLV vs BHP
+127.2%
-24.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -2.2% |
| 7D | +3.7% | +3.8% | -0.2% | +1.4% |
| 30D | -15.2% | -6.5% | -8.7% | -11.6% |
| 3M | -21.8% | -8.5% | -13.2% | -17.3% |
| 6M | -36.3% | -2.2% | -34.2% | -35.1% |
| YTD | -27.8% | +40.0% | -67.9% | -37.1% |
| 1Y | +1.5% | +51.3% | -49.8% | -14.2% |
| 3Y | +128.5% | +56.5% | +72.0% | +89.0% |
| 5Y | +103.2% | +130.2% | -27.0% | +52.9% |
| All | +103.2% | +127.2% | -24.0% | +52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling