+164.3%
SLV vs SU
+348.9%
-184.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.8% | +2.2% | -5.1% | -3.3% |
| 30D | -1.6% | +8.4% | -10.0% | -3.3% |
| 3M | -4.4% | +12.1% | -16.5% | -7.1% |
| 6M | -25.4% | +19.7% | -45.1% | -29.2% |
| YTD | -9.8% | +58.4% | -68.2% | -19.6% |
| 1Y | +53.8% | +67.2% | -13.4% | +35.2% |
| 3Y | +174.7% | +125.0% | +49.6% | +123.9% |
| All | +164.3% | +348.9% | -184.6% | +92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling