+116.0%
SLV vs CPB
-35.1%
+151.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.2% | -5.4% | -1.9% |
| 7D | -5.8% | -1.6% | -4.3% | -6.0% |
| 30D | -12.1% | +19.2% | -31.3% | -10.6% |
| 3M | -24.1% | -0.9% | -23.2% | -23.9% |
| 6M | -44.4% | +15.2% | -59.6% | -43.5% |
| YTD | -31.5% | -13.1% | -18.4% | -31.5% |
| 1Y | -6.9% | -22.4% | +15.5% | -7.8% |
| 3Y | +116.0% | -35.3% | +151.3% | +108.8% |
| All | +116.0% | -35.1% | +151.1% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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