+175.8%
SLV vs BTI
+131.8%
+44.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.4% |
| 7D | -5.8% | +1.6% | -7.5% | -6.1% |
| 30D | -12.1% | +9.2% | -21.4% | -13.3% |
| 3M | -24.1% | +9.6% | -33.8% | -25.3% |
| 6M | -44.4% | -2.4% | -41.9% | -44.3% |
| YTD | -31.5% | +14.2% | -45.7% | -33.3% |
| 1Y | -6.9% | +20.3% | -27.2% | -10.2% |
| 3Y | +116.0% | +147.4% | -31.4% | +82.8% |
| 5Y | +88.4% | +155.4% | -67.0% | +58.9% |
| All | +175.8% | +131.8% | +44.0% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling