+165.7%
SLV vs U
-68.9%
+234.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -0.3% | -3.8% | +3.5% | 0.0% |
| 30D | +6.7% | +17.5% | -10.8% | +5.1% |
| 3M | -10.7% | +38.7% | -49.4% | -13.3% |
| 6M | -20.6% | +104.4% | -125.0% | -25.6% |
| YTD | -7.1% | -5.7% | -1.5% | -7.9% |
| 1Y | +62.0% | +3.7% | +58.3% | +59.2% |
| 3Y | +169.8% | +12.3% | +157.5% | +156.0% |
| All | +165.7% | -68.9% | +234.6% | +164.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling