+216.5%
SLV vs TRI
+191.2%
+25.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -5.2% |
| 7D | -5.0% | -14.4% | +9.3% | -3.5% |
| 30D | -1.8% | -8.1% | +6.3% | -1.0% |
| 3M | -0.3% | +17.5% | -17.8% | -3.1% |
| 6M | -28.2% | -5.0% | -23.3% | -28.2% |
| YTD | -10.7% | -24.7% | +14.0% | -6.9% |
| 1Y | +53.7% | -41.5% | +95.2% | +69.2% |
| 3Y | +173.7% | -20.3% | +194.0% | +176.3% |
| 5Y | +161.5% | -10.9% | +172.4% | +154.7% |
| All | +216.5% | +191.2% | +25.2% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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