+218.9%
SLV vs BUD
-23.5%
+242.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | +2.5% | +0.8% | +1.7% | +2.4% |
| 30D | +3.3% | -4.8% | +8.1% | +4.2% |
| 3M | -3.6% | +1.4% | -4.9% | -4.1% |
| 6M | -21.8% | +9.9% | -31.7% | -23.6% |
| YTD | -7.8% | +26.3% | -34.2% | -12.4% |
| 1Y | +58.3% | +36.1% | +22.1% | +48.2% |
| 3Y | +182.6% | +48.6% | +134.0% | +158.4% |
| 5Y | +167.8% | +45.0% | +122.8% | +142.6% |
| 10Y | +218.9% | -23.1% | +242.0% | +198.6% |
| All | +218.9% | -23.5% | +242.4% | +198.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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