+10.3%
SLV vs USAR
-49.3%
+59.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -5.9% | +11.0% | +6.3% |
| 7D | -3.9% | -21.8% | +17.9% | +0.8% |
| 30D | -14.5% | -39.9% | +25.5% | -5.8% |
| 3M | -12.4% | -52.5% | +40.1% | +0.5% |
| 6M | -28.5% | -67.9% | +39.5% | -12.9% |
| YTD | -26.8% | -31.1% | +4.3% | -17.1% |
| 1Y | +10.3% | -49.8% | +60.2% | +27.2% |
| All | +10.3% | -49.3% | +59.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling