+165.7%
SLV vs BUD
+46.3%
+119.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -0.3% | +0.3% | -0.6% | -0.4% |
| 30D | +6.7% | -5.7% | +12.4% | +8.1% |
| 3M | -10.7% | +3.1% | -13.8% | -11.6% |
| 6M | -20.6% | +7.9% | -28.5% | -22.5% |
| YTD | -7.1% | +27.3% | -34.5% | -12.7% |
| 1Y | +62.0% | +37.8% | +24.2% | +49.6% |
| 3Y | +169.8% | +49.8% | +120.0% | +143.2% |
| All | +165.7% | +46.3% | +119.4% | +128.2% |
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