+182.6%
SLV vs TRU
-1.9%
+184.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.5% |
| 7D | +2.5% | -7.2% | +9.7% | +3.1% |
| 30D | +3.3% | -2.8% | +6.1% | +3.5% |
| 3M | -3.6% | +13.0% | -16.6% | -4.7% |
| 6M | -21.8% | +0.7% | -22.5% | -22.1% |
| YTD | -7.8% | -9.0% | +1.2% | -7.7% |
| 1Y | +58.3% | -16.3% | +74.6% | +59.5% |
| 3Y | +182.6% | -1.1% | +183.6% | +167.2% |
| All | +182.6% | -1.9% | +184.5% | +167.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling