+62.0%
SLV vs HWM
+48.6%
+13.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.3% | -2.1% | +1.8% | +0.3% |
| 30D | +6.7% | -11.0% | +17.7% | +10.8% |
| 3M | -10.7% | +4.0% | -14.7% | -13.0% |
| 6M | -20.6% | -0.2% | -20.4% | -22.7% |
| YTD | -7.1% | +26.7% | -33.8% | -10.6% |
| 1Y | +62.0% | +44.7% | +17.3% | +54.5% |
| All | +62.0% | +48.6% | +13.4% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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