+106.9%
SLV vs WCC
+117.0%
-10.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.5% |
| 7D | +5.1% | -14.7% | +19.8% | +7.3% |
| 30D | -12.9% | -20.1% | +7.1% | -10.2% |
| 3M | -16.1% | -21.2% | +5.1% | -13.4% |
| 6M | -33.2% | -19.2% | -14.0% | -31.4% |
| YTD | -27.2% | +20.2% | -47.5% | -28.8% |
| 1Y | +7.6% | +14.5% | -6.8% | +5.8% |
| 3Y | +122.3% | +115.1% | +7.2% | +103.8% |
| All | +106.9% | +117.0% | -10.0% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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