+58.3%
SLV vs IBB
+45.6%
+12.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.9% |
| 7D | +2.5% | -1.7% | +4.2% | +3.8% |
| 30D | +3.3% | +4.9% | -1.6% | -0.9% |
| 3M | -3.6% | +24.2% | -27.8% | -20.2% |
| 6M | -21.8% | +23.8% | -45.7% | -34.8% |
| YTD | -7.8% | +23.0% | -30.8% | -20.9% |
| 1Y | +58.3% | +46.2% | +12.1% | +33.6% |
| All | +58.3% | +45.6% | +12.7% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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