+221.3%
SLV vs EMB
+29.4%
+191.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | 0.0% | -0.3% | -0.3% |
| 30D | +6.7% | -0.3% | +7.0% | +7.0% |
| 3M | -10.7% | -0.4% | -10.3% | -10.2% |
| 6M | -20.6% | +0.1% | -20.7% | -20.3% |
| YTD | -7.1% | +1.6% | -8.7% | -7.9% |
| 1Y | +62.0% | +5.6% | +56.4% | +55.3% |
| 3Y | +169.8% | +29.8% | +140.0% | +116.9% |
| 5Y | +161.5% | +7.3% | +154.2% | +144.7% |
| All | +221.3% | +29.4% | +191.9% | +150.1% |
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