+182.6%
SLV vs BTI
+113.6%
+68.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +2.5% | -1.4% | +3.9% | +2.7% |
| 30D | +3.3% | -7.0% | +10.3% | +4.1% |
| 3M | -3.6% | -6.3% | +2.7% | -3.1% |
| 6M | -21.8% | -2.0% | -19.9% | -21.9% |
| YTD | -7.8% | +0.2% | -8.0% | -8.2% |
| 1Y | +58.3% | +3.8% | +54.5% | +57.0% |
| 3Y | +182.6% | +112.1% | +70.5% | +148.1% |
| All | +182.6% | +113.6% | +68.9% | +148.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling