+89.9%
SLV vs TRV
+180.6%
-90.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -5.8% | +2.0% | -7.9% | -5.9% |
| 30D | -12.1% | +6.7% | -18.9% | -12.2% |
| 3M | -24.1% | +9.4% | -33.5% | -24.2% |
| 6M | -44.4% | +37.7% | -82.1% | -44.9% |
| YTD | -31.5% | +40.6% | -72.1% | -32.3% |
| 1Y | -6.9% | +42.4% | -49.4% | -8.1% |
| 3Y | +116.0% | +148.1% | -32.1% | +101.5% |
| All | +89.9% | +180.6% | -90.7% | +76.2% |
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