+13.6%
WFC vs SLV
+58.0%
-44.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.5% | -2.2% |
| 7D | +1.1% | +2.5% | -1.4% | +1.0% |
| 30D | +0.8% | +3.3% | -2.4% | +0.7% |
| 3M | +9.3% | -3.6% | +12.9% | +9.3% |
| 6M | +10.6% | -21.8% | +32.5% | +10.9% |
| YTD | -4.1% | -7.8% | +3.8% | -5.4% |
| 1Y | +13.6% | +58.3% | -44.7% | +11.9% |
| All | +13.6% | +58.0% | -44.5% | +11.9% |
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