+167.8%
SLV vs IBN
+56.7%
+111.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.8% | -0.4% |
| 7D | +2.5% | -2.2% | +4.7% | +2.9% |
| 30D | +3.3% | -2.3% | +5.5% | +3.6% |
| 3M | -3.6% | +15.9% | -19.5% | -5.8% |
| 6M | -21.8% | +5.6% | -27.4% | -22.6% |
| YTD | -7.8% | -0.1% | -7.8% | -8.3% |
| 1Y | +58.3% | -6.5% | +64.8% | +58.4% |
| 3Y | +182.6% | +29.3% | +153.3% | +173.2% |
| 5Y | +167.8% | +56.6% | +111.2% | +158.2% |
| All | +167.8% | +56.7% | +111.1% | +158.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling