+239.3%
SLV vs HDB
+967.9%
-728.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.4% |
| 7D | +5.1% | +13.3% | -8.3% | +3.1% |
| 30D | -12.9% | +13.6% | -26.5% | -14.6% |
| 3M | -16.1% | +5.8% | -21.8% | -16.9% |
| 6M | -33.2% | -1.9% | -31.3% | -33.2% |
| YTD | -27.2% | -31.2% | +4.0% | -23.5% |
| 1Y | +7.6% | -29.6% | +37.2% | +12.8% |
| 3Y | +122.3% | -10.1% | +132.4% | +123.0% |
| 5Y | +109.7% | -24.3% | +134.0% | +113.3% |
| 10Y | +168.4% | +59.3% | +109.2% | +135.4% |
| All | +239.3% | +967.9% | -728.5% | +67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling