+973.2%
WMT vs SLV
+363.7%
+609.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.1% |
| 7D | +3.9% | -0.3% | +4.3% | +3.9% |
| 30D | -4.4% | +6.7% | -11.1% | -4.6% |
| 3M | -8.8% | -10.7% | +1.9% | -8.5% |
| 6M | -15.6% | -20.6% | +5.0% | -15.2% |
| YTD | -3.2% | -7.1% | +3.9% | -3.7% |
| 1Y | +7.0% | +62.0% | -54.9% | +4.2% |
| 3Y | +105.3% | +169.8% | -64.5% | +95.8% |
| 5Y | +129.3% | +161.5% | -32.2% | +118.2% |
| 10Y | +423.9% | +224.4% | +199.5% | +394.0% |
| All | +973.2% | +363.7% | +609.4% | +879.8% |
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