+167.8%
SLV vs WCN
+30.9%
+136.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.6% |
| 7D | +2.5% | -0.4% | +2.9% | +2.6% |
| 30D | +3.3% | -2.1% | +5.4% | +3.6% |
| 3M | -3.6% | +6.4% | -10.0% | -5.3% |
| 6M | -21.8% | -3.7% | -18.1% | -21.3% |
| YTD | -7.8% | -6.4% | -1.5% | -6.3% |
| 1Y | +58.3% | -7.9% | +66.2% | +61.5% |
| 3Y | +182.6% | +20.8% | +161.8% | +164.1% |
| 5Y | +167.8% | +29.0% | +138.8% | +145.6% |
| All | +167.8% | +30.9% | +136.9% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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