+10.3%
SLV vs U
+17.5%
-7.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.9% | +0.3% | +3.9% |
| 7D | -3.9% | +7.5% | -11.4% | -5.6% |
| 30D | -14.5% | -7.0% | -7.4% | -13.0% |
| 3M | -12.4% | +20.6% | -33.0% | -17.1% |
| 6M | -28.5% | +53.2% | -81.7% | -36.9% |
| YTD | -26.8% | -3.9% | -22.9% | -23.6% |
| 1Y | +10.3% | +18.4% | -8.0% | +11.6% |
| All | +10.3% | +17.5% | -7.2% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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