+106.9%
SLV vs IBB
+37.5%
+69.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.8% |
| 7D | +5.1% | -1.8% | +6.9% | +5.7% |
| 30D | -12.9% | +5.1% | -18.0% | -14.6% |
| 3M | -16.1% | +10.7% | -26.8% | -19.3% |
| 6M | -33.2% | +22.9% | -56.1% | -38.1% |
| YTD | -27.2% | +26.7% | -53.9% | -33.0% |
| 1Y | +7.6% | +35.1% | -27.5% | -2.6% |
| 3Y | +122.3% | +80.2% | +42.2% | +86.1% |
| All | +106.9% | +37.5% | +69.5% | +77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling