+182.0%
SLV vs SUI
+120.9%
+61.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.5% | -3.1% |
| 7D | -3.9% | -3.8% | 0.0% | -3.1% |
| 30D | -15.6% | +3.9% | -19.6% | -16.4% |
| 3M | -23.6% | +0.2% | -23.8% | -23.8% |
| 6M | -42.6% | -4.2% | -38.4% | -42.3% |
| YTD | -30.0% | -2.5% | -27.4% | -29.9% |
| 1Y | -6.6% | -4.0% | -2.6% | -6.3% |
| 3Y | +121.8% | +16.5% | +105.3% | +110.7% |
| 5Y | +92.7% | -27.2% | +119.9% | +99.8% |
| All | +182.0% | +120.9% | +61.1% | +150.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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