+106.9%
SLV vs W
-54.5%
+161.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | +5.1% | -3.6% | +8.7% | +5.3% |
| 30D | -12.9% | +7.0% | -19.9% | -13.4% |
| 3M | -16.1% | +7.4% | -23.4% | -16.6% |
| 6M | -33.2% | +69.3% | -102.5% | -36.3% |
| YTD | -27.2% | +11.3% | -38.5% | -28.8% |
| 1Y | +7.6% | +13.2% | -5.6% | +5.1% |
| 3Y | +122.3% | +142.0% | -19.7% | +102.2% |
| All | +106.9% | -54.5% | +161.4% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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