+167.8%
SLV vs TRU
-35.2%
+203.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.5% |
| 7D | +2.5% | -7.2% | +9.7% | +3.2% |
| 30D | +3.3% | -2.8% | +6.1% | +3.5% |
| 3M | -3.6% | +13.0% | -16.6% | -5.1% |
| 6M | -21.8% | +0.7% | -22.5% | -22.2% |
| YTD | -7.8% | -9.0% | +1.2% | -7.6% |
| 1Y | +58.3% | -16.3% | +74.6% | +59.9% |
| 3Y | +182.6% | -1.1% | +183.6% | +174.8% |
| 5Y | +167.8% | -36.0% | +203.8% | +157.5% |
| All | +167.8% | -35.2% | +203.0% | +157.5% |
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