+172.7%
SLV vs TRV
+154.4%
+18.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +1.9% | +2.3% |
| 7D | +2.8% | +0.2% | +2.6% | +2.8% |
| 30D | +2.2% | -2.3% | +4.5% | +2.3% |
| 3M | +2.9% | +22.7% | -19.8% | +2.1% |
| 6M | -22.4% | +21.9% | -44.4% | -22.9% |
| YTD | -5.7% | +27.5% | -33.2% | -6.7% |
| 1Y | +63.3% | +36.2% | +27.1% | +60.6% |
| 3Y | +189.0% | +140.6% | +48.4% | +166.9% |
| 5Y | +172.7% | +154.5% | +18.1% | +150.0% |
| All | +172.7% | +154.4% | +18.2% | +150.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling