+245.9%
SLV vs BUD
+214.6%
+31.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -15.2% |
| 3M | -16.1% | 0.0% | -16.1% | -16.3% |
| 6M | -33.2% | +3.8% | -37.0% | -34.0% |
| YTD | -27.2% | +33.1% | -60.3% | -32.1% |
| 1Y | +7.6% | +35.5% | -27.9% | +0.1% |
| 3Y | +122.3% | +49.4% | +72.9% | +100.6% |
| 5Y | +109.7% | +48.0% | +61.7% | +87.0% |
| 10Y | +168.4% | -8.6% | +177.0% | +152.9% |
| All | +245.9% | +214.6% | +31.3% | +110.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling