+234.2%
SLV vs SPXU
-99.5%
+333.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.4% | +0.9% | +2.5% |
| 7D | +2.8% | +1.3% | +1.5% | +3.0% |
| 30D | +2.2% | +5.1% | -2.9% | +3.0% |
| 3M | +2.9% | -9.1% | +12.0% | +2.0% |
| 6M | -22.4% | -29.6% | +7.2% | -25.1% |
| YTD | -5.7% | -27.7% | +21.9% | -8.3% |
| 1Y | +63.3% | -37.0% | +100.3% | +56.8% |
| 3Y | +189.0% | -80.2% | +269.2% | +150.6% |
| 5Y | +172.7% | -86.0% | +258.7% | +136.4% |
| All | +234.2% | -99.5% | +333.7% | +134.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling