+216.5%
SLV vs SPXU
-99.5%
+316.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.8% | -7.1% | -5.0% |
| 7D | -5.0% | +6.4% | -11.4% | -4.2% |
| 30D | -1.8% | +5.9% | -7.7% | -0.9% |
| 3M | -0.3% | -11.7% | +11.4% | -1.5% |
| 6M | -28.2% | -28.7% | +0.5% | -30.5% |
| YTD | -10.7% | -26.4% | +15.6% | -12.9% |
| 1Y | +53.7% | -35.2% | +88.9% | +48.1% |
| 3Y | +173.7% | -79.8% | +253.5% | +138.0% |
| 5Y | +161.5% | -86.1% | +247.5% | +126.8% |
| All | +216.5% | -99.5% | +316.0% | +122.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling