+164.7%
SLV vs IBN
+364.2%
-199.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.2% | -4.7% | -3.6% |
| 7D | +3.7% | +15.8% | -12.1% | +1.6% |
| 30D | -15.2% | +25.1% | -40.2% | -17.7% |
| 3M | -21.8% | +16.0% | -37.7% | -23.4% |
| 6M | -36.3% | +32.8% | -69.1% | -38.8% |
| YTD | -27.8% | +18.0% | -45.9% | -29.6% |
| 1Y | +1.5% | +15.9% | -14.4% | -0.8% |
| 3Y | +128.5% | +57.6% | +70.9% | +114.2% |
| 5Y | +103.2% | +74.7% | +28.5% | +87.4% |
| 10Y | +164.7% | +373.9% | -209.3% | +119.0% |
| All | +164.7% | +364.2% | -199.5% | +119.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling