+128.3%
SLV vs TRU
+59.7%
+68.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -1.1% | 0.0% | -1.0% | -1.1% |
| 30D | -14.2% | +24.3% | -38.4% | -16.1% |
| 3M | -20.3% | +2.3% | -22.6% | -20.8% |
| 6M | -40.2% | +17.7% | -57.9% | -41.5% |
| YTD | -27.6% | -3.8% | -23.8% | -28.1% |
| 1Y | +0.4% | -0.3% | +0.7% | -0.7% |
| All | +128.3% | +59.7% | +68.7% | +92.6% |
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