-4.9%
SLV vs SUI
-3.9%
-0.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.5% | -3.2% |
| 7D | -3.9% | -3.8% | 0.0% | -3.5% |
| 30D | -15.6% | +3.9% | -19.6% | -16.0% |
| 3M | -23.6% | +0.2% | -23.8% | -23.7% |
| 6M | -42.6% | -4.2% | -38.4% | -42.4% |
| YTD | -30.0% | -2.5% | -27.4% | -29.1% |
| All | -4.9% | -3.9% | -0.9% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling