+172.7%
SLV vs ZBH
-31.0%
+203.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.4% | +1.9% | +2.2% |
| 7D | +2.8% | -4.9% | +7.7% | +3.3% |
| 30D | +2.2% | -3.2% | +5.4% | +2.5% |
| 3M | +2.9% | +5.8% | -2.9% | +2.0% |
| 6M | -22.4% | +2.0% | -24.4% | -22.7% |
| YTD | -5.7% | +5.8% | -11.5% | -6.6% |
| 1Y | +63.3% | -7.9% | +71.3% | +64.0% |
| 3Y | +189.0% | -19.4% | +208.4% | +194.7% |
| 5Y | +172.7% | -29.5% | +202.2% | +176.9% |
| All | +172.7% | -31.0% | +203.6% | +176.9% |
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