+333.1%
SLV vs BHP
+502.3%
-169.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.3% | -2.9% | +2.6% | +0.7% |
| 30D | +6.7% | +3.4% | +3.3% | +5.4% |
| 3M | -10.7% | +4.1% | -14.8% | -11.7% |
| 6M | -20.6% | +20.6% | -41.2% | -25.2% |
| YTD | -7.1% | +56.1% | -63.2% | -18.8% |
| 1Y | +62.0% | +69.6% | -7.6% | +37.9% |
| 3Y | +169.8% | +78.8% | +91.0% | +124.2% |
| 5Y | +161.5% | +113.1% | +48.4% | +101.0% |
| 10Y | +224.4% | +505.9% | -281.5% | +68.1% |
| All | +333.1% | +502.3% | -169.2% | +58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling