+175.9%
SLV vs KMB
+41.7%
+134.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.2% | -0.5% | +2.6% |
| 7D | +5.6% | +3.4% | +2.2% | +5.5% |
| 30D | -12.1% | +14.7% | -26.8% | -12.7% |
| 3M | -16.3% | +3.3% | -19.6% | -16.5% |
| 6M | -34.1% | +16.8% | -50.9% | -34.6% |
| YTD | -25.3% | +15.2% | -40.5% | -25.7% |
| 1Y | +9.6% | +13.3% | -3.7% | +9.0% |
| 3Y | +132.7% | +5.4% | +127.2% | +130.2% |
| 5Y | +113.7% | +2.7% | +111.0% | +111.6% |
| 10Y | +175.9% | +38.7% | +137.2% | +178.2% |
| All | +175.9% | +41.7% | +134.1% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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