+177.1%
SLV vs URI
+113.1%
+64.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.4% |
| 7D | -0.3% | -2.0% | +1.6% | -0.1% |
| 30D | +6.7% | -12.9% | +19.6% | +8.1% |
| 3M | -10.7% | -6.7% | -4.0% | -10.1% |
| 6M | -20.6% | +19.0% | -39.6% | -22.3% |
| YTD | -7.1% | +25.5% | -32.7% | -10.2% |
| 1Y | +62.0% | +5.5% | +56.4% | +59.7% |
| All | +177.1% | +113.1% | +64.0% | +142.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling