+172.7%
SLV vs NUE
+147.3%
+25.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.2% |
| 7D | +2.8% | -2.3% | +5.1% | +3.2% |
| 30D | +2.2% | -6.1% | +8.3% | +3.2% |
| 3M | +2.9% | +1.7% | +1.2% | +2.4% |
| 6M | -22.4% | +53.1% | -75.5% | -27.7% |
| YTD | -5.7% | +59.0% | -64.8% | -12.4% |
| 1Y | +63.3% | +85.3% | -22.0% | +48.4% |
| 3Y | +189.0% | +63.2% | +125.8% | +162.5% |
| 5Y | +172.7% | +146.8% | +25.9% | +131.7% |
| All | +172.7% | +147.3% | +25.3% | +131.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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