+239.8%
SLV vs URI
+2,930.3%
-2,690.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.1% | +6.6% | +0.2% |
| 7D | -0.7% | -12.9% | +12.2% | +0.6% |
| 30D | -15.4% | -3.4% | -12.0% | -15.1% |
| 3M | -16.3% | -10.0% | -6.3% | -15.5% |
| 6M | -28.8% | +12.2% | -41.0% | -29.8% |
| YTD | -27.1% | +29.8% | -56.9% | -29.7% |
| 1Y | +7.5% | +24.6% | -17.1% | +4.2% |
| 3Y | +121.2% | +137.6% | -16.4% | +98.3% |
| 5Y | +110.0% | +176.6% | -66.6% | +82.6% |
| 10Y | +168.8% | +1,402.6% | -1,233.8% | +88.6% |
| All | +239.8% | +2,930.3% | -2,690.6% | +91.1% |
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