+172.7%
SLV vs WBD
+3.7%
+168.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.3% |
| 7D | +2.8% | -1.7% | +4.5% | +2.9% |
| 30D | +2.2% | +3.9% | -1.7% | +1.9% |
| 3M | +2.9% | +5.1% | -2.2% | +2.5% |
| 6M | -22.4% | +0.6% | -23.0% | -22.5% |
| YTD | -5.7% | -3.2% | -2.6% | -5.6% |
| 1Y | +63.3% | +127.7% | -64.3% | +53.1% |
| 3Y | +189.0% | +146.6% | +42.5% | +162.9% |
| 5Y | +172.7% | +4.2% | +168.5% | +148.5% |
| All | +172.7% | +3.7% | +168.9% | +148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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