+161.5%
SLV vs BR
+7.7%
+153.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.1% | -5.4% | -5.3% |
| 7D | -5.0% | -6.0% | +0.9% | -4.6% |
| 30D | -1.8% | -0.9% | -0.9% | -1.7% |
| 3M | -0.3% | +16.4% | -16.7% | -1.4% |
| 6M | -28.2% | -8.2% | -20.0% | -27.4% |
| YTD | -10.7% | -23.2% | +12.5% | -7.5% |
| 1Y | +53.7% | -30.9% | +84.6% | +62.2% |
| 3Y | +173.7% | -5.0% | +178.7% | +169.2% |
| 5Y | +161.5% | +8.8% | +152.7% | +149.0% |
| All | +161.5% | +7.7% | +153.8% | +149.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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