+62.0%
SLV vs WM
-0.9%
+62.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.7% |
| 7D | -0.3% | -0.3% | 0.0% | -0.4% |
| 30D | +6.7% | -2.4% | +9.1% | +5.8% |
| 3M | -10.7% | +0.4% | -11.1% | -10.6% |
| 6M | -20.6% | -9.5% | -11.1% | -19.5% |
| YTD | -7.1% | +0.5% | -7.6% | -7.3% |
| 1Y | +62.0% | -1.1% | +63.1% | +61.7% |
| All | +62.0% | -0.9% | +62.9% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling