+5.1%
SLV vs HAL
+17.1%
-12.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | +5.6% | -7.9% | +13.5% | +7.2% |
| 30D | -12.1% | -2.1% | -10.1% | -12.1% |
| 3M | -16.3% | +0.4% | -16.7% | -16.5% |
| 6M | -34.1% | -19.2% | -14.8% | -30.9% |
| YTD | -25.3% | +14.4% | -39.6% | -31.0% |
| All | +5.1% | +17.1% | -12.0% | -3.3% |
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