+171.7%
SLV vs BKR
+69.4%
+102.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.7% | +1.4% | -3.5% |
| 7D | -5.0% | -6.7% | +1.6% | -3.3% |
| 30D | -1.8% | -8.3% | +6.6% | +0.5% |
| 3M | -0.3% | -5.4% | +5.1% | +1.1% |
| 6M | -28.2% | +0.8% | -29.0% | -28.4% |
| YTD | -10.7% | +31.8% | -42.6% | -14.9% |
| 1Y | +53.7% | +28.6% | +25.1% | +46.8% |
| All | +171.7% | +69.4% | +102.3% | +143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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