+172.7%
SLV vs TRI
-10.1%
+182.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.1% | +2.4% |
| 7D | +2.8% | -8.4% | +11.2% | +3.2% |
| 30D | +2.2% | -6.5% | +8.7% | +2.5% |
| 3M | +2.9% | +18.6% | -15.7% | +1.3% |
| 6M | -22.4% | -10.4% | -12.0% | -21.1% |
| YTD | -5.7% | -23.7% | +18.0% | -1.0% |
| 1Y | +63.3% | -42.5% | +105.8% | +81.9% |
| 3Y | +189.0% | -19.3% | +208.3% | +188.8% |
| 5Y | +172.7% | -9.7% | +182.3% | +159.3% |
| All | +172.7% | -10.1% | +182.7% | +159.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling