+333.2%
SLV vs SPXU
-100.0%
+433.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.0% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +6.7% | +0.8% | +5.9% | +6.9% |
| 3M | -10.7% | -4.7% | -6.0% | -10.8% |
| 6M | -20.6% | -29.6% | +9.0% | -23.4% |
| YTD | -7.1% | -29.9% | +22.7% | -10.1% |
| 1Y | +62.0% | -39.1% | +101.1% | +54.4% |
| 3Y | +169.8% | -80.0% | +249.8% | +130.6% |
| 5Y | +161.5% | -86.0% | +247.5% | +123.8% |
| 10Y | +224.4% | -99.5% | +323.9% | +99.6% |
| All | +333.2% | -100.0% | +433.2% | +31.0% |
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