+89.9%
SLV vs BUD
+51.6%
+38.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.5% |
| 7D | -5.8% | +1.0% | -6.9% | -6.1% |
| 30D | -12.1% | +6.7% | -18.8% | -13.5% |
| 3M | -24.1% | +5.7% | -29.8% | -25.3% |
| 6M | -44.4% | +5.8% | -50.2% | -45.4% |
| YTD | -31.5% | +34.4% | -65.9% | -36.6% |
| 1Y | -6.9% | +33.3% | -40.2% | -13.7% |
| 3Y | +116.0% | +48.8% | +67.2% | +94.0% |
| All | +89.9% | +51.6% | +38.3% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling