+5.1%
SLV vs U
+24.0%
-18.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +5.6% | +32.3% | -26.7% | -2.2% |
| 30D | -12.1% | +9.7% | -21.8% | -14.6% |
| 3M | -16.3% | +19.6% | -35.9% | -20.7% |
| 6M | -34.1% | +82.6% | -116.7% | -44.8% |
| YTD | -25.3% | +16.4% | -41.7% | -22.8% |
| All | +5.1% | +24.0% | -18.9% | +8.6% |
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