+190.9%
SLV vs TRU
+243.6%
-52.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -5.8% | 0.0% | -5.9% | -5.8% |
| 30D | -12.1% | +21.3% | -33.4% | -14.2% |
| 3M | -24.1% | +0.2% | -24.4% | -24.3% |
| 6M | -44.4% | +22.4% | -66.8% | -46.0% |
| YTD | -31.5% | -4.8% | -26.7% | -31.8% |
| 1Y | -6.9% | -0.2% | -6.8% | -7.9% |
| 3Y | +116.0% | +57.9% | +58.1% | +98.0% |
| 5Y | +88.4% | -26.1% | +114.6% | +86.1% |
| 10Y | +167.9% | +184.8% | -16.9% | +136.0% |
| All | +190.9% | +243.6% | -52.7% | +157.3% |
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