+175.9%
SLV vs HDB
+61.5%
+114.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | 0.0% | +2.3% |
| 7D | +5.6% | +13.7% | -8.1% | +3.8% |
| 30D | -12.1% | +15.8% | -28.0% | -13.9% |
| 3M | -16.3% | +9.2% | -25.5% | -17.3% |
| 6M | -34.1% | +3.2% | -37.2% | -34.5% |
| YTD | -25.3% | -29.4% | +4.1% | -22.6% |
| 1Y | +9.6% | -27.9% | +37.5% | +13.3% |
| 3Y | +132.7% | -5.9% | +138.5% | +131.4% |
| 5Y | +113.7% | -23.5% | +137.2% | +116.2% |
| 10Y | +175.9% | +61.3% | +114.5% | +154.0% |
| All | +175.9% | +61.5% | +114.4% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling