+329.8%
SLV vs SU
+167.5%
+162.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.0% |
| 7D | +2.5% | -1.0% | +3.5% | +2.7% |
| 30D | +3.3% | +13.7% | -10.4% | -0.1% |
| 3M | -3.6% | +8.0% | -11.6% | -5.8% |
| 6M | -21.8% | +21.0% | -42.8% | -26.3% |
| YTD | -7.8% | +56.2% | -64.1% | -18.3% |
| 1Y | +58.3% | +72.2% | -13.9% | +36.6% |
| 3Y | +182.6% | +118.1% | +64.5% | +126.7% |
| 5Y | +167.8% | +350.3% | -182.5% | +72.9% |
| 10Y | +218.9% | +248.5% | -29.6% | +97.3% |
| All | +329.8% | +167.5% | +162.4% | +143.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling