+58.3%
SLV vs HAL
+70.0%
-11.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | 0.0% | -0.7% |
| 7D | +2.5% | +0.5% | +2.0% | +2.5% |
| 30D | +3.3% | +15.9% | -12.7% | +2.3% |
| 3M | -3.6% | -8.7% | +5.1% | -3.1% |
| 6M | -21.8% | +9.0% | -30.9% | -22.7% |
| YTD | -7.8% | +32.0% | -39.9% | -6.8% |
| 1Y | +58.3% | +72.5% | -14.2% | +74.1% |
| All | +58.3% | +70.0% | -11.8% | +74.1% |
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