+136.1%
SLV vs WBD
+14.0%
+122.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.4% | +34.7% | -14.3% | +16.6% |
| 7D | +20.4% | +34.7% | -14.3% | +16.6% |
| 30D | +20.4% | +34.7% | -14.3% | +16.6% |
| 3M | +20.4% | +34.7% | -14.3% | +16.6% |
| 6M | +20.4% | +34.7% | -14.3% | +16.6% |
| YTD | +20.4% | +34.7% | -14.3% | +16.6% |
| 1Y | +26.7% | +63.0% | -36.3% | +21.1% |
| 3Y | +186.4% | +206.7% | -20.3% | +155.1% |
| All | +136.1% | +14.0% | +122.1% | +111.0% |
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