+88.0%
SLV vs U
-31.3%
+119.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -0.6% |
| 7D | +5.1% | +36.6% | -31.5% | +2.3% |
| 30D | -12.9% | +13.3% | -26.2% | -13.9% |
| 3M | -16.1% | +26.2% | -42.2% | -17.8% |
| 6M | -33.2% | +88.7% | -121.9% | -36.8% |
| YTD | -27.2% | +16.6% | -43.8% | -29.2% |
| 1Y | +7.6% | +29.0% | -21.3% | +4.1% |
| 3Y | +122.3% | +99.5% | +22.8% | +104.9% |
| 5Y | +109.7% | -66.1% | +175.8% | +101.8% |
| All | +88.0% | -31.3% | +119.4% | +66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling