+219.5%
SLV vs TRI
+382.8%
-163.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -5.8% | -2.9% | -2.9% | -5.4% |
| 30D | -12.1% | +3.7% | -15.8% | -12.9% |
| 3M | -24.1% | +3.7% | -27.8% | -25.1% |
| 6M | -44.4% | +35.1% | -79.5% | -48.2% |
| YTD | -31.5% | -14.0% | -17.5% | -31.0% |
| 1Y | -6.9% | -19.0% | +12.0% | -5.0% |
| 3Y | +116.0% | -12.0% | +128.0% | +113.9% |
| 5Y | +88.4% | +0.6% | +87.8% | +79.8% |
| 10Y | +167.9% | +225.4% | -57.5% | +94.8% |
| All | +219.5% | +382.8% | -163.3% | +98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling