+12.3%
WFC vs SLV
+60.8%
-48.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.9% |
| 7D | +3.8% | -0.3% | +4.1% | +3.8% |
| 30D | +1.5% | +6.7% | -5.2% | +1.3% |
| 3M | +10.9% | -10.7% | +21.6% | +11.0% |
| 6M | +8.4% | -20.6% | +29.0% | +8.7% |
| YTD | -1.9% | -7.1% | +5.3% | -3.3% |
| 1Y | +12.3% | +62.0% | -49.6% | +10.6% |
| All | +12.3% | +60.8% | -48.5% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling