+353.7%
SLV vs IBKR
+1,332.5%
-978.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.0% | +2.3% |
| 7D | +2.8% | +1.3% | +1.5% | +2.7% |
| 30D | +2.2% | -0.3% | +2.5% | +2.2% |
| 3M | +2.9% | +4.7% | -1.8% | +2.5% |
| 6M | -22.4% | +34.0% | -56.4% | -24.1% |
| YTD | -5.7% | +40.8% | -46.5% | -7.9% |
| 1Y | +63.3% | +45.7% | +17.6% | +59.3% |
| 3Y | +189.0% | +288.4% | -99.4% | +166.9% |
| 5Y | +172.7% | +487.2% | -314.5% | +144.6% |
| 10Y | +235.3% | +991.2% | -755.9% | +187.2% |
| All | +353.7% | +1,332.5% | -978.8% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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