+116.0%
SLV vs TRI
-10.1%
+126.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -5.8% | -2.9% | -2.9% | -5.9% |
| 30D | -12.1% | +3.7% | -15.8% | -12.0% |
| 3M | -24.1% | +3.7% | -27.8% | -23.9% |
| 6M | -44.4% | +35.1% | -79.5% | -44.2% |
| YTD | -31.5% | -14.0% | -17.5% | -28.0% |
| 1Y | -6.9% | -19.0% | +12.0% | -1.3% |
| 3Y | +116.0% | -12.0% | +128.0% | +112.8% |
| All | +116.0% | -10.1% | +126.1% | +112.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling