+99.8%
SLV vs TRU
-25.4%
+125.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.2% |
| 3M | -20.3% | +2.3% | -22.6% | -20.7% |
| 6M | -40.2% | +17.7% | -57.9% | -41.5% |
| YTD | -27.6% | -3.8% | -23.8% | -28.0% |
| 1Y | +0.4% | -0.3% | +0.7% | -0.6% |
| 3Y | +129.4% | +58.4% | +70.9% | +110.9% |
| 5Y | +99.8% | -24.0% | +123.8% | +89.9% |
| All | +99.8% | -25.4% | +125.2% | +89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling