+339.6%
SLV vs BLK
+1,036.0%
-696.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.1% | +4.4% | +2.6% |
| 7D | +2.8% | -2.7% | +5.5% | +3.2% |
| 30D | +2.2% | -4.8% | +7.0% | +2.9% |
| 3M | +2.9% | +6.5% | -3.6% | +1.9% |
| 6M | -22.4% | +13.1% | -35.6% | -23.7% |
| YTD | -5.7% | +1.8% | -7.5% | -6.1% |
| 1Y | +63.3% | -1.0% | +64.3% | +63.3% |
| 3Y | +189.0% | +66.0% | +123.0% | +169.6% |
| 5Y | +172.7% | +31.2% | +141.4% | +159.2% |
| 10Y | +235.3% | +278.5% | -43.2% | +178.5% |
| All | +339.6% | +1,036.0% | -696.3% | +167.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling