+10.3%
SLV vs HAL
+25.6%
-15.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.1% | +8.3% | +5.8% |
| 7D | -3.9% | -7.7% | +3.8% | -2.5% |
| 30D | -14.5% | +0.7% | -15.1% | -14.8% |
| 3M | -12.4% | +2.5% | -14.9% | -13.0% |
| 6M | -28.5% | -20.7% | -7.8% | -24.6% |
| YTD | -26.8% | +18.4% | -45.2% | -32.8% |
| 1Y | +10.3% | +25.6% | -15.2% | +1.1% |
| All | +10.3% | +25.6% | -15.2% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling