+165.7%
SLV vs CPB
-39.5%
+205.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.3% |
| 7D | -0.3% | -8.6% | +8.3% | -0.6% |
| 30D | +6.7% | -7.2% | +13.9% | +6.4% |
| 3M | -10.7% | +0.9% | -11.6% | -10.6% |
| 6M | -20.6% | -11.8% | -8.8% | -20.7% |
| YTD | -7.1% | -19.4% | +12.3% | -7.3% |
| 1Y | +62.0% | -30.4% | +92.4% | +61.5% |
| 3Y | +169.8% | -40.2% | +210.0% | +165.7% |
| All | +165.7% | -39.5% | +205.2% | +166.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling