+182.6%
SLV vs SPXU
-80.6%
+263.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.4% | -0.3% |
| 7D | +2.5% | -1.5% | +4.0% | +2.2% |
| 30D | +3.3% | +3.7% | -0.5% | +4.4% |
| 3M | -3.6% | -9.6% | +6.0% | -5.3% |
| 6M | -21.8% | -32.4% | +10.5% | -27.1% |
| YTD | -7.8% | -28.7% | +20.8% | -12.6% |
| 1Y | +58.3% | -38.2% | +96.5% | +47.3% |
| 3Y | +182.6% | -80.4% | +263.0% | +137.8% |
| All | +182.6% | -80.6% | +263.1% | +137.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling