+175.8%
SLV vs ZBH
+17.7%
+158.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.0% |
| 7D | -5.8% | -2.3% | -3.6% | -5.6% |
| 30D | -12.1% | +12.5% | -24.6% | -13.4% |
| 3M | -24.1% | +3.9% | -28.1% | -24.6% |
| 6M | -44.4% | +25.4% | -69.8% | -46.1% |
| YTD | -31.5% | +15.7% | -47.2% | -33.0% |
| 1Y | -6.9% | +15.2% | -22.1% | -8.9% |
| 3Y | +116.0% | +0.3% | +115.7% | +112.9% |
| 5Y | +88.4% | -16.1% | +104.5% | +88.9% |
| All | +175.8% | +17.7% | +158.1% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling