+168.6%
SLV vs EMB
+30.1%
+138.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +5.1% | -0.1% | +5.2% | +5.2% |
| 30D | -12.9% | +1.3% | -14.2% | -13.9% |
| 3M | -16.1% | -2.2% | -13.8% | -14.2% |
| 6M | -33.2% | -2.3% | -30.8% | -31.4% |
| YTD | -27.2% | -0.6% | -26.6% | -26.2% |
| 1Y | +7.6% | +0.5% | +7.1% | +8.1% |
| 3Y | +122.3% | +29.4% | +92.9% | +80.0% |
| 5Y | +109.7% | +6.5% | +103.2% | +97.9% |
| All | +168.6% | +30.1% | +138.5% | +107.1% |
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