+106.9%
SLV vs SLB
+65.5%
+41.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +5.1% | -7.1% | +12.2% | +6.6% |
| 30D | -12.9% | +4.1% | -17.0% | -13.7% |
| 3M | -16.1% | -2.6% | -13.4% | -15.8% |
| 6M | -33.2% | -8.6% | -24.6% | -32.2% |
| YTD | -27.2% | +32.2% | -59.4% | -30.5% |
| 1Y | +7.6% | +40.7% | -33.0% | +1.7% |
| 3Y | +122.3% | -4.5% | +126.9% | +120.2% |
| All | +106.9% | +65.5% | +41.5% | +88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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