+7.6%
SLV vs WMB
+14.8%
-7.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | +5.1% | -13.8% | +18.9% | +4.1% |
| 30D | -12.9% | -10.3% | -2.6% | -13.5% |
| 3M | -16.1% | -10.1% | -6.0% | -16.7% |
| 6M | -33.2% | -11.8% | -21.3% | -34.0% |
| YTD | -27.2% | +8.9% | -36.2% | -25.2% |
| 1Y | +7.6% | +14.0% | -6.3% | +11.2% |
| All | +7.6% | +14.8% | -7.2% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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