+53.7%
SLV vs TRV
+38.0%
+15.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.8% | -5.1% |
| 7D | -5.0% | -1.5% | -3.6% | -5.5% |
| 30D | -1.8% | -1.8% | 0.0% | -2.4% |
| 3M | -0.3% | +21.6% | -21.9% | +8.3% |
| 6M | -28.2% | +22.5% | -50.7% | -20.9% |
| YTD | -10.7% | +28.1% | -38.9% | -0.6% |
| 1Y | +53.7% | +37.0% | +16.7% | +79.0% |
| All | +53.7% | +38.0% | +15.7% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling