+333.1%
SLV vs BTI
+570.2%
-237.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | -0.3% | -1.4% | +1.1% | -0.1% |
| 30D | +6.7% | -6.6% | +13.3% | +8.0% |
| 3M | -10.7% | -3.0% | -7.7% | -10.6% |
| 6M | -20.6% | -6.7% | -13.9% | -19.9% |
| YTD | -7.1% | +0.6% | -7.7% | -7.8% |
| 1Y | +62.0% | +5.6% | +56.4% | +59.1% |
| 3Y | +169.8% | +110.3% | +59.5% | +127.4% |
| 5Y | +161.5% | +114.3% | +47.2% | +118.5% |
| 10Y | +224.4% | +67.7% | +156.7% | +178.0% |
| All | +333.1% | +570.2% | -237.1% | +105.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling