+171.1%
SLV vs SUI
+115.7%
+55.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.2% |
| 7D | +5.1% | +6.2% | -1.1% | +3.9% |
| 30D | -12.9% | +8.6% | -21.5% | -14.4% |
| 3M | -16.1% | +1.0% | -17.1% | -16.4% |
| 6M | -33.2% | -2.6% | -30.6% | -33.1% |
| YTD | -27.2% | -0.1% | -27.1% | -27.5% |
| 1Y | +7.6% | +0.5% | +7.2% | +7.0% |
| 3Y | +122.3% | +15.3% | +107.1% | +111.8% |
| 5Y | +109.7% | -26.1% | +135.9% | +116.8% |
| All | +171.1% | +115.7% | +55.3% | +144.4% |
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