+99.8%
SLV vs ZBH
-13.2%
+113.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.3% |
| 7D | -1.1% | -2.4% | +1.4% | -0.8% |
| 30D | -14.2% | +16.6% | -30.8% | -15.7% |
| 3M | -20.3% | +10.8% | -31.1% | -21.4% |
| 6M | -40.2% | +35.8% | -76.0% | -42.6% |
| YTD | -27.6% | +20.5% | -48.1% | -29.4% |
| 1Y | +0.4% | +22.7% | -22.3% | -2.3% |
| 3Y | +129.4% | +4.9% | +124.5% | +124.5% |
| 5Y | +99.8% | -12.8% | +112.6% | +98.3% |
| All | +99.8% | -13.2% | +113.0% | +98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling