-6.9%
SLV vs WSM
+34.6%
-41.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.6% |
| 7D | -5.8% | 0.0% | -5.8% | -5.8% |
| 30D | -12.1% | +5.1% | -17.2% | -13.3% |
| 3M | -24.1% | +5.1% | -29.2% | -25.2% |
| 6M | -44.4% | +48.6% | -93.0% | -50.4% |
| YTD | -31.5% | +44.2% | -75.7% | -38.5% |
| 1Y | -6.9% | +38.1% | -45.0% | -16.6% |
| All | -6.9% | +34.6% | -41.6% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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