+122.3%
SLV vs BUD
+49.3%
+73.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.2% |
| 7D | +5.1% | +4.5% | +0.6% | +4.1% |
| 30D | -12.9% | +12.5% | -25.4% | -15.4% |
| 3M | -16.1% | 0.0% | -16.1% | -16.2% |
| 6M | -33.2% | +3.8% | -37.0% | -34.1% |
| YTD | -27.2% | +33.1% | -60.3% | -32.8% |
| 1Y | +7.6% | +35.5% | -27.9% | -1.0% |
| 3Y | +122.3% | +49.4% | +72.9% | +90.1% |
| All | +122.3% | +49.3% | +73.0% | +90.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling