+171.1%
SLV vs URI
+1,374.0%
-1,202.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.2% |
| 7D | +5.1% | -9.8% | +14.9% | +6.1% |
| 30D | -12.9% | +1.7% | -14.7% | -13.1% |
| 3M | -16.1% | -9.1% | -7.0% | -15.4% |
| 6M | -33.2% | +9.9% | -43.0% | -34.0% |
| YTD | -27.2% | +31.2% | -58.5% | -29.8% |
| 1Y | +7.6% | +25.9% | -18.3% | +4.2% |
| 3Y | +122.3% | +147.4% | -25.0% | +98.7% |
| 5Y | +109.7% | +179.7% | -70.0% | +81.8% |
| All | +171.1% | +1,374.0% | -1,202.9% | +112.0% |
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