+165.7%
SLV vs HDB
-35.4%
+201.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.3% | +0.4% | -0.8% | -0.4% |
| 30D | +6.7% | -2.8% | +9.5% | +7.1% |
| 3M | -10.7% | -3.5% | -7.2% | -10.4% |
| 6M | -20.6% | -24.7% | +4.1% | -18.1% |
| YTD | -7.1% | -36.6% | +29.4% | -2.7% |
| 1Y | +62.0% | -34.4% | +96.4% | +68.9% |
| 3Y | +169.8% | -24.4% | +194.2% | +174.2% |
| All | +165.7% | -35.4% | +201.2% | +170.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling