+7.6%
SLV vs WM
+20.0%
-12.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | -0.9% |
| 7D | +5.1% | +1.2% | +3.9% | +5.5% |
| 30D | -12.9% | +13.1% | -26.0% | -8.4% |
| 3M | -16.1% | +3.6% | -19.7% | -14.7% |
| 6M | -33.2% | +8.1% | -41.2% | -30.7% |
| YTD | -27.2% | +8.9% | -36.2% | -25.2% |
| 1Y | +7.6% | +20.3% | -12.7% | +16.8% |
| All | +7.6% | +20.0% | -12.4% | +16.8% |
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