+182.6%
SLV vs ZBH
-19.5%
+202.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.2% | -0.6% |
| 7D | +2.5% | -5.2% | +7.7% | +2.7% |
| 30D | +3.3% | -2.4% | +5.7% | +3.3% |
| 3M | -3.6% | +8.3% | -11.8% | -4.1% |
| 6M | -21.8% | +0.7% | -22.5% | -21.8% |
| YTD | -7.8% | +5.3% | -13.2% | -7.9% |
| 1Y | +58.3% | -9.1% | +67.3% | +58.8% |
| 3Y | +182.6% | -19.7% | +202.3% | +188.3% |
| All | +182.6% | -19.5% | +202.1% | +188.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling