+239.8%
SLV vs SUI
+1,081.5%
-841.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.7% | +8.8% | -9.5% | -2.0% |
| 30D | -15.4% | +8.9% | -24.3% | -16.5% |
| 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% | -27.5% |
| 1Y | +7.5% | +1.3% | +6.3% | +7.0% |
| 3Y | +121.2% | +16.3% | +104.9% | +113.7% |
| 5Y | +110.0% | -25.1% | +135.0% | +114.6% |
| 10Y | +168.8% | +121.1% | +47.7% | +135.5% |
| All | +239.8% | +1,081.5% | -841.8% | +127.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling