+175.8%
SLV vs URI
+1,173.3%
-997.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.1% |
| 7D | -5.8% | +6.7% | -12.6% | -6.5% |
| 30D | -12.1% | +8.9% | -21.0% | -13.0% |
| 3M | -24.1% | +0.5% | -24.7% | -24.3% |
| 6M | -44.4% | +20.7% | -65.0% | -45.6% |
| YTD | -31.5% | +40.0% | -71.5% | -34.4% |
| 1Y | -6.9% | +34.4% | -41.3% | -10.6% |
| 3Y | +116.0% | +149.5% | -33.5% | +92.1% |
| 5Y | +88.4% | +205.6% | -117.1% | +61.1% |
| All | +175.8% | +1,173.3% | -997.5% | +111.2% |
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