+225.8%
SLV vs BND
+74.8%
+151.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.6% | -2.7% |
| 7D | -3.9% | -1.4% | -2.5% | -2.5% |
| 30D | -15.6% | +0.8% | -16.5% | -16.3% |
| 3M | -23.6% | -1.2% | -22.4% | -22.7% |
| 6M | -42.6% | -1.4% | -41.2% | -41.7% |
| YTD | -30.0% | -1.3% | -28.6% | -28.8% |
| 1Y | -6.6% | -1.2% | -5.4% | -5.2% |
| 3Y | +121.8% | +13.7% | +108.1% | +98.2% |
| 5Y | +92.7% | -1.7% | +94.3% | +93.3% |
| 10Y | +174.0% | +17.2% | +156.8% | +142.7% |
| All | +225.8% | +74.8% | +151.0% | +133.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling