+92.7%
SLV vs URA
+28.3%
+64.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.8% | +0.5% | -1.8% |
| 7D | -3.9% | +4.5% | -8.3% | -5.5% |
| 30D | -15.6% | -13.4% | -2.2% | -11.0% |
| 3M | -23.6% | -28.4% | +4.8% | -13.6% |
| 6M | -42.6% | -40.5% | -2.1% | -30.7% |
| YTD | -30.0% | -24.3% | -5.7% | -20.0% |
| 1Y | -6.6% | -28.8% | +22.2% | +8.0% |
| 3Y | +121.8% | +37.6% | +84.2% | +109.8% |
| 5Y | +92.7% | +30.7% | +62.0% | +72.8% |
| All | +92.7% | +28.3% | +64.4% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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