+99.8%
SLV vs WCN
+46.9%
+52.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | -1.1% | +0.4% | -1.5% | -1.1% |
| 30D | -14.2% | +25.3% | -39.5% | -17.2% |
| 3M | -20.3% | +15.4% | -35.8% | -22.0% |
| 6M | -40.2% | +27.8% | -68.0% | -43.1% |
| YTD | -27.6% | +10.6% | -38.1% | -28.2% |
| 1Y | +0.4% | +15.8% | -15.4% | -1.7% |
| 3Y | +129.4% | +50.3% | +79.1% | +105.4% |
| 5Y | +99.8% | +46.9% | +52.9% | +81.5% |
| All | +99.8% | +46.9% | +52.9% | +81.5% |
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