+333.1%
SLV vs IBN
+678.7%
-345.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -0.3% | +1.4% | -1.7% | -0.5% |
| 30D | +6.7% | -0.3% | +7.0% | +6.7% |
| 3M | -10.7% | +17.1% | -27.8% | -12.7% |
| 6M | -20.6% | +3.4% | -24.0% | -21.0% |
| YTD | -7.1% | +2.5% | -9.7% | -7.5% |
| 1Y | +62.0% | -4.2% | +66.1% | +62.6% |
| 3Y | +169.8% | +32.4% | +137.4% | +157.8% |
| 5Y | +161.5% | +59.2% | +102.3% | +141.5% |
| 10Y | +224.4% | +345.7% | -121.3% | +148.9% |
| All | +333.1% | +678.7% | -345.6% | +126.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling