+58.3%
SLV vs WMB
+36.5%
+21.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.0% | -0.6% |
| 7D | +2.5% | +0.8% | +1.7% | +2.6% |
| 30D | +3.3% | +7.7% | -4.5% | +3.4% |
| 3M | -3.6% | +6.7% | -10.3% | -3.5% |
| 6M | -21.8% | +3.6% | -25.5% | -22.2% |
| YTD | -7.8% | +28.0% | -35.8% | -8.6% |
| 1Y | +58.3% | +37.6% | +20.7% | +63.1% |
| All | +58.3% | +36.5% | +21.7% | +63.1% |
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