+175.9%
SLV vs URI
+1,313.6%
-1,137.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.9% | -4.2% | +2.0% |
| 7D | +5.6% | -4.0% | +9.7% | +6.0% |
| 30D | -12.1% | +6.8% | -18.9% | -12.8% |
| 3M | -16.3% | -2.8% | -13.5% | -16.2% |
| 6M | -34.1% | +20.9% | -54.9% | -35.5% |
| YTD | -25.3% | +40.2% | -65.5% | -28.5% |
| 1Y | +9.6% | +34.1% | -24.5% | +5.4% |
| 3Y | +132.7% | +164.1% | -31.5% | +106.1% |
| 5Y | +113.7% | +199.3% | -85.7% | +83.4% |
| 10Y | +175.9% | +1,218.8% | -1,043.0% | +124.8% |
| All | +175.9% | +1,313.6% | -1,137.8% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling