+182.0%
SLV vs TRU
+182.8%
-0.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.1% |
| 7D | -3.9% | -2.2% | -1.7% | -3.6% |
| 30D | -15.6% | +20.2% | -35.8% | -17.6% |
| 3M | -23.6% | +2.2% | -25.8% | -24.0% |
| 6M | -42.6% | +17.6% | -60.1% | -44.0% |
| YTD | -30.0% | -5.0% | -25.0% | -30.3% |
| 1Y | -6.6% | -1.0% | -5.7% | -7.6% |
| 3Y | +121.8% | +56.5% | +65.3% | +102.2% |
| 5Y | +92.7% | -26.2% | +118.9% | +90.6% |
| All | +182.0% | +182.8% | -0.8% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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