+248.5%
SLV vs WEC
+1,040.1%
-791.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.5% |
| 7D | +5.6% | +0.2% | +5.4% | +5.6% |
| 30D | -12.1% | +12.9% | -25.0% | -14.5% |
| 3M | -16.3% | +9.8% | -26.1% | -18.1% |
| 6M | -34.1% | +6.7% | -40.8% | -35.3% |
| YTD | -25.3% | +14.0% | -39.2% | -27.7% |
| 1Y | +9.6% | +7.3% | +2.3% | +7.5% |
| 3Y | +132.7% | +63.8% | +68.9% | +105.5% |
| 5Y | +113.7% | +54.8% | +58.9% | +90.7% |
| 10Y | +175.9% | +185.7% | -9.8% | +103.7% |
| All | +248.5% | +1,040.1% | -791.6% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 all: compounded portfolio wealth divided by compounded WEC 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…
all analysis · Full analysis span regression · 6 months rolling