+89.9%
SLV vs SU
+230.1%
-140.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.4% |
| 7D | -5.8% | +1.7% | -7.6% | -6.2% |
| 30D | -12.1% | -7.9% | -4.3% | -10.9% |
| 3M | -24.1% | +7.5% | -31.7% | -25.8% |
| 6M | -44.4% | +7.2% | -51.6% | -45.7% |
| YTD | -31.5% | +60.9% | -92.4% | -39.9% |
| 1Y | -6.9% | +63.6% | -70.6% | -18.7% |
| 3Y | +116.0% | +128.9% | -12.9% | +72.5% |
| All | +89.9% | +230.1% | -140.2% | +38.6% |
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