+72.8%
SLV vs HCA
+1,635.7%
-1,562.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | 0.0% | -0.7% |
| 7D | +2.5% | -2.8% | +5.3% | +2.8% |
| 30D | +3.3% | -2.7% | +6.0% | +3.5% |
| 3M | -3.6% | +11.5% | -15.1% | -4.8% |
| 6M | -21.8% | -24.3% | +2.5% | -19.9% |
| YTD | -7.8% | -13.6% | +5.7% | -6.9% |
| 1Y | +58.3% | -3.2% | +61.5% | +57.8% |
| 3Y | +182.6% | +50.4% | +132.2% | +167.8% |
| 5Y | +167.8% | +64.8% | +103.0% | +148.9% |
| 10Y | +218.9% | +456.5% | -237.7% | +162.6% |
| All | +72.8% | +1,635.7% | -1,562.9% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 all: compounded portfolio wealth divided by compounded HCA 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…
all analysis · Full analysis span regression · 6 months rolling