+10.3%
SLV vs SPXU
-30.4%
+40.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -4.9% | +10.1% | +1.7% |
| 7D | -3.9% | +2.2% | -6.0% | -2.0% |
| 30D | -14.5% | +3.8% | -18.2% | -11.4% |
| 3M | -12.4% | +3.3% | -15.7% | -8.9% |
| 6M | -28.5% | -16.7% | -11.8% | -33.8% |
| YTD | -26.8% | -28.6% | +1.8% | -35.5% |
| 1Y | +10.3% | -30.6% | +40.9% | -2.5% |
| All | +10.3% | -30.4% | +40.7% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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