+99.8%
SLV vs URI
+213.9%
-114.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | -0.1% |
| 7D | -1.1% | +2.4% | -3.5% | -1.4% |
| 30D | -14.2% | +8.9% | -23.0% | -15.0% |
| 3M | -20.3% | +0.8% | -21.1% | -20.5% |
| 6M | -40.2% | +23.1% | -63.3% | -41.6% |
| YTD | -27.6% | +43.1% | -70.6% | -31.0% |
| 1Y | +0.4% | +35.7% | -35.3% | -3.7% |
| 3Y | +129.4% | +158.2% | -28.8% | +101.7% |
| 5Y | +99.8% | +212.6% | -112.8% | +63.0% |
| All | +99.8% | +213.9% | -114.1% | +63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling