+116.0%
SLV vs HAL
-5.8%
+121.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.1% | -5.3% | -2.6% |
| 7D | -5.8% | +6.1% | -11.9% | -6.6% |
| 30D | -12.1% | +2.9% | -15.0% | -12.6% |
| 3M | -24.1% | +3.3% | -27.5% | -24.6% |
| 6M | -44.4% | -16.9% | -27.5% | -43.0% |
| YTD | -31.5% | +21.2% | -52.7% | -33.8% |
| 1Y | -6.9% | +27.5% | -34.5% | -10.6% |
| 3Y | +116.0% | -6.4% | +122.4% | +122.4% |
| All | +116.0% | -5.8% | +121.8% | +122.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling