+182.0%
SLV vs EMB
+36.8%
+145.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.5% |
| 7D | -3.9% | -0.7% | -3.2% | -3.2% |
| 30D | -15.6% | +0.5% | -16.2% | -16.0% |
| 3M | -23.6% | -2.5% | -21.1% | -21.6% |
| 6M | -42.6% | -2.0% | -40.5% | -41.2% |
| YTD | -30.0% | -0.9% | -29.1% | -28.8% |
| 1Y | -6.6% | -0.3% | -6.3% | -5.5% |
| 3Y | +121.8% | +29.2% | +92.6% | +79.6% |
| 5Y | +92.7% | +7.4% | +85.2% | +80.7% |
| All | +182.0% | +36.8% | +145.2% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling