+122.6%
SLV vs SUI
+16.8%
+105.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.7% | +8.8% | -9.5% | -1.7% |
| 30D | -15.4% | +8.9% | -24.3% | -16.3% |
| 3M | -16.3% | +2.0% | -18.3% | -16.6% |
| 6M | -28.8% | -0.6% | -28.2% | -28.9% |
| YTD | -27.1% | +1.3% | -28.5% | -27.4% |
| 1Y | +7.5% | +1.3% | +6.3% | +7.2% |
| All | +122.6% | +16.8% | +105.8% | +104.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling