+239.3%
SLV vs URI
+2,964.6%
-2,725.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +98.6% |
| 5Y | +109.7% | +179.7% | -70.0% | +82.2% |
| 10Y | +168.4% | +1,419.5% | -1,251.1% | +88.1% |
| All | +239.3% | +2,964.6% | -2,725.2% | +90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling