+172.7%
SLV vs BTG
+75.0%
+97.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +1.4% |
| 7D | +2.8% | +2.4% | +0.4% | +1.5% |
| 30D | +2.2% | +9.5% | -7.3% | -2.6% |
| 3M | +2.9% | +38.5% | -35.6% | -14.4% |
| 6M | -22.4% | +5.6% | -28.1% | -26.1% |
| YTD | -5.7% | +23.9% | -29.7% | -14.4% |
| 1Y | +63.3% | +32.1% | +31.2% | +43.5% |
| 3Y | +189.0% | +103.2% | +85.8% | +99.4% |
| 5Y | +172.7% | +79.7% | +92.9% | +90.9% |
| All | +172.7% | +75.0% | +97.6% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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