+2,180.9%
WDC vs SLV
+273.2%
+1,907.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.7% | +7.1% | +9.1% |
| 7D | -14.4% | +5.6% | -20.1% | -15.7% |
| 30D | -27.1% | -12.1% | -14.9% | -24.5% |
| 3M | -33.3% | -16.3% | -17.0% | -30.3% |
| 6M | -39.6% | -34.1% | -5.5% | -32.9% |
| YTD | +68.4% | -25.3% | +93.7% | +78.7% |
| 1Y | +78.2% | +9.6% | +68.5% | +72.4% |
| 3Y | +772.0% | +132.7% | +639.3% | +608.5% |
| 5Y | +584.9% | +113.7% | +471.2% | +459.7% |
| 10Y | +653.4% | +175.9% | +477.6% | +465.2% |
| All | +2,180.9% | +273.2% | +1,907.7% | +1,158.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 all: compounded portfolio wealth divided by compounded SLV 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…
all analysis · Full analysis span regression · 6 months rolling