+106.9%
SLV vs CB
+101.1%
+5.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | -0.2% |
| 7D | +5.1% | +0.2% | +4.8% | +5.1% |
| 30D | -12.9% | +9.1% | -22.0% | -12.6% |
| 3M | -16.1% | +3.4% | -19.5% | -15.9% |
| 6M | -33.2% | +14.1% | -47.3% | -33.0% |
| YTD | -27.2% | +18.0% | -45.3% | -27.2% |
| 1Y | +7.6% | +30.1% | -22.5% | +7.0% |
| 3Y | +122.3% | +71.8% | +50.6% | +116.5% |
| All | +106.9% | +101.1% | +5.8% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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