+294.3%
SLV vs TRU
+238.0%
+56.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.7% | -0.5% |
| 7D | -0.3% | -6.8% | +6.4% | +0.4% |
| 30D | +6.7% | 0.0% | +6.7% | +6.6% |
| 3M | -10.7% | +13.3% | -24.0% | -12.2% |
| 6M | -20.6% | +3.4% | -24.0% | -21.3% |
| YTD | -7.1% | -6.4% | -0.8% | -7.2% |
| 1Y | +62.0% | -9.7% | +71.7% | +62.2% |
| 3Y | +169.8% | +0.1% | +169.7% | +161.3% |
| 5Y | +161.5% | -34.0% | +195.5% | +162.4% |
| 10Y | +224.4% | +147.9% | +76.5% | +188.9% |
| All | +294.3% | +238.0% | +56.3% | +250.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling