+130.8%
WMT vs SLV
+170.6%
-39.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.3% |
| 7D | -0.2% | +2.8% | -3.0% | -0.3% |
| 30D | -5.8% | +2.2% | -8.0% | -5.9% |
| 3M | -10.8% | +2.9% | -13.7% | -10.9% |
| 6M | -14.3% | -22.4% | +8.1% | -13.7% |
| YTD | -4.4% | -5.7% | +1.3% | -6.0% |
| 1Y | +4.3% | +63.3% | -59.0% | -1.6% |
| 3Y | +100.1% | +189.0% | -88.9% | +79.8% |
| 5Y | +130.8% | +172.7% | -41.8% | +101.7% |
| All | +130.8% | +170.6% | -39.8% | +101.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling