+219.9%
SLV vs SU
+267.2%
-47.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.8% | +2.2% | -5.1% | -3.2% |
| 30D | -1.6% | +8.4% | -10.0% | -2.9% |
| 3M | -4.4% | +12.1% | -16.5% | -6.4% |
| 6M | -25.4% | +19.7% | -45.1% | -28.0% |
| YTD | -9.8% | +58.4% | -68.2% | -16.7% |
| 1Y | +53.8% | +67.2% | -13.4% | +40.7% |
| 3Y | +174.7% | +125.0% | +49.6% | +138.5% |
| 5Y | +164.3% | +355.1% | -190.8% | +107.3% |
| All | +219.9% | +267.2% | -47.4% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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