+226.7%
SLV vs BTI
+650.9%
-424.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -3.9% | -3.2% | -0.6% | -3.3% |
| 30D | -15.6% | +9.7% | -25.3% | -17.3% |
| 3M | -23.6% | +11.1% | -34.7% | -25.4% |
| 6M | -42.6% | -1.2% | -41.4% | -42.7% |
| YTD | -30.0% | +12.7% | -42.6% | -32.2% |
| 1Y | -6.6% | +15.8% | -22.4% | -10.1% |
| 3Y | +121.8% | +148.9% | -27.1% | +80.4% |
| 5Y | +92.7% | +151.9% | -59.3% | +55.6% |
| 10Y | +174.0% | +124.2% | +49.8% | +119.7% |
| All | +226.7% | +650.9% | -424.2% | +51.1% |
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 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