+167.8%
SLV vs BIDU
-44.5%
+212.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.0% | +6.2% | +0.3% |
| 7D | +2.5% | -2.4% | +4.9% | +2.8% |
| 30D | +3.3% | -15.6% | +18.9% | +5.7% |
| 3M | -3.6% | -22.3% | +18.7% | -0.3% |
| 6M | -21.8% | -22.3% | +0.4% | -19.0% |
| YTD | -7.8% | -29.2% | +21.3% | -3.4% |
| 1Y | +58.3% | -14.8% | +73.1% | +61.7% |
| 3Y | +182.6% | -31.8% | +214.4% | +189.3% |
| 5Y | +167.8% | -43.1% | +210.9% | +174.1% |
| All | +167.8% | -44.5% | +212.3% | +174.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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