+333.1%
SLV vs WPM
+1,641.6%
-1,308.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -0.7% |
| 7D | -0.3% | +1.1% | -1.4% | -0.9% |
| 30D | +6.7% | +26.4% | -19.7% | -4.9% |
| 3M | -10.7% | +20.8% | -31.5% | -18.6% |
| 6M | -20.6% | +1.1% | -21.7% | -21.0% |
| YTD | -7.1% | +32.5% | -39.6% | -15.7% |
| 1Y | +62.0% | +51.5% | +10.5% | +38.7% |
| 3Y | +169.8% | +267.0% | -97.2% | +53.9% |
| 5Y | +161.5% | +250.1% | -88.7% | +50.1% |
| 10Y | +224.4% | +540.4% | -316.0% | +33.7% |
| All | +333.1% | +1,641.6% | -1,308.5% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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