+110.0%
SLV vs SUI
-25.7%
+135.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.7% | +8.8% | -9.5% | -2.2% |
| 30D | -15.4% | +8.9% | -24.3% | -16.8% |
| 3M | -16.3% | +2.0% | -18.3% | -16.7% |
| 6M | -28.8% | -0.6% | -28.2% | -28.9% |
| YTD | -27.1% | +1.3% | -28.5% | -27.6% |
| 1Y | +7.5% | +1.3% | +6.3% | +6.9% |
| 3Y | +121.2% | +16.3% | +104.9% | +109.6% |
| 5Y | +110.0% | -25.1% | +135.0% | +112.8% |
| All | +110.0% | -25.7% | +135.7% | +112.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling