+219.9%
SLV vs BLK
+283.5%
-63.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.7% |
| 7D | -2.8% | -3.3% | +0.5% | -2.2% |
| 30D | -1.6% | -6.5% | +4.9% | -0.2% |
| 3M | -4.4% | +6.7% | -11.2% | -5.9% |
| 6M | -25.4% | +14.7% | -40.1% | -27.4% |
| YTD | -9.8% | +2.5% | -12.3% | -10.4% |
| 1Y | +53.8% | -2.8% | +56.6% | +54.1% |
| 3Y | +174.7% | +65.9% | +108.8% | +149.6% |
| 5Y | +164.3% | +33.0% | +131.3% | +144.8% |
| All | +219.9% | +283.5% | -63.6% | +167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling