+333.1%
SLV vs TRI
+366.8%
-33.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -0.3% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | +6.7% | +7.9% | -1.2% | +5.2% |
| 3M | -10.7% | +24.1% | -34.8% | -14.9% |
| 6M | -20.6% | +3.8% | -24.4% | -22.3% |
| YTD | -7.1% | -16.9% | +9.7% | -5.4% |
| 1Y | +62.0% | -38.4% | +100.4% | +75.9% |
| 3Y | +169.8% | -12.2% | +182.0% | +168.0% |
| 5Y | +161.5% | -1.8% | +163.2% | +151.5% |
| 10Y | +224.4% | +207.6% | +16.8% | +139.7% |
| All | +333.1% | +366.8% | -33.7% | +172.6% |
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 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