+10.3%
SLV vs IBN
+4.2%
+6.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.8% | +1.4% | +3.6% |
| 7D | -3.9% | +8.9% | -12.8% | -7.2% |
| 30D | -14.5% | +12.6% | -27.1% | -18.8% |
| 3M | -12.4% | +3.1% | -15.5% | -13.7% |
| 6M | -28.5% | +20.6% | -49.1% | -34.6% |
| YTD | -26.8% | +5.8% | -32.6% | -32.1% |
| 1Y | +10.3% | +3.7% | +6.7% | +2.9% |
| All | +10.3% | +4.2% | +6.1% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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