+172.7%
SLV vs BND
-1.8%
+174.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.5% |
| 7D | +2.8% | -0.1% | +2.9% | +3.0% |
| 30D | +2.2% | -0.2% | +2.4% | +2.5% |
| 3M | +2.9% | -0.7% | +3.6% | +3.8% |
| 6M | -22.4% | -1.7% | -20.7% | -20.6% |
| YTD | -5.7% | -0.5% | -5.2% | -4.8% |
| 1Y | +63.3% | +0.4% | +63.0% | +63.3% |
| 3Y | +189.0% | +13.1% | +175.9% | +149.1% |
| 5Y | +172.7% | -2.1% | +174.7% | +163.7% |
| All | +172.7% | -1.8% | +174.5% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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