+239.3%
SLV vs BN
+915.0%
-675.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | +5.1% | +5.3% | -0.3% | +3.9% |
| 30D | -12.9% | +11.9% | -24.8% | -15.0% |
| 3M | -16.1% | -5.7% | -10.3% | -15.1% |
| 6M | -33.2% | -10.6% | -22.6% | -31.6% |
| YTD | -27.2% | -9.4% | -17.9% | -25.8% |
| 1Y | +7.6% | -8.8% | +16.4% | +9.6% |
| 3Y | +122.3% | +95.6% | +26.7% | +92.5% |
| 5Y | +109.7% | +30.2% | +79.6% | +92.9% |
| 10Y | +168.4% | +277.0% | -108.6% | +94.4% |
| All | +239.3% | +915.0% | -675.6% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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