+329.8%
SLV vs BKR
+64.7%
+265.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -0.9% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | +3.3% | +3.9% | -0.6% | +2.4% |
| 3M | -3.6% | -1.1% | -2.5% | -3.5% |
| 6M | -21.8% | +7.6% | -29.4% | -23.3% |
| YTD | -7.8% | +41.9% | -49.7% | -14.5% |
| 1Y | +58.3% | +42.2% | +16.0% | +46.5% |
| 3Y | +182.6% | +84.3% | +98.3% | +143.6% |
| 5Y | +167.8% | +215.7% | -47.9% | +100.5% |
| 10Y | +218.9% | +130.9% | +88.0% | +133.6% |
| All | +329.8% | +64.7% | +265.1% | +184.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling