+164.3%
SLV vs BLK
+32.0%
+132.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.6% |
| 7D | -2.8% | -3.3% | +0.5% | -1.9% |
| 30D | -1.6% | -6.5% | +4.9% | +0.2% |
| 3M | -4.4% | +6.7% | -11.2% | -6.4% |
| 6M | -25.4% | +14.7% | -40.1% | -28.1% |
| YTD | -9.8% | +2.5% | -12.3% | -10.8% |
| 1Y | +53.8% | -2.8% | +56.6% | +54.0% |
| 3Y | +174.7% | +65.9% | +108.8% | +142.0% |
| All | +164.3% | +32.0% | +132.3% | +131.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling