-6.9%
SLV vs HIG
+5.3%
-12.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.0% |
| 7D | -5.8% | +2.6% | -8.5% | -4.7% |
| 30D | -12.1% | +4.2% | -16.3% | -10.2% |
| 3M | -24.1% | +0.2% | -24.3% | -24.0% |
| 6M | -44.4% | +4.6% | -49.0% | -42.4% |
| YTD | -31.5% | +1.1% | -32.6% | -27.6% |
| 1Y | -6.9% | +4.7% | -11.6% | -2.3% |
| All | -6.9% | +5.3% | -12.2% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling