+237.8%
SLV vs SPXU
-100.0%
+337.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.9% | +4.3% | -0.2% |
| 7D | -1.1% | +1.5% | -2.6% | -0.7% |
| 30D | -14.2% | +6.4% | -20.5% | -13.0% |
| 3M | -20.3% | +4.2% | -24.6% | -19.3% |
| 6M | -40.2% | -7.8% | -32.4% | -40.1% |
| YTD | -27.6% | -27.5% | -0.1% | -29.2% |
| 1Y | +0.4% | -27.1% | +27.6% | -1.5% |
| 3Y | +129.4% | -80.8% | +210.2% | +95.9% |
| 5Y | +99.8% | -84.1% | +183.9% | +74.7% |
| 10Y | +183.2% | -99.5% | +282.7% | +75.8% |
| All | +237.8% | -100.0% | +337.8% | +3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling