+171.4%
SLV vs USB
+93.8%
+77.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.4% |
| 7D | -0.7% | -1.5% | +0.7% | -0.6% |
| 30D | -15.4% | +4.3% | -19.7% | -15.6% |
| 3M | -16.3% | -6.1% | -10.2% | -16.0% |
| 6M | -28.8% | +9.4% | -38.2% | -29.2% |
| YTD | -27.1% | +15.2% | -42.3% | -27.8% |
| 1Y | +7.5% | +32.8% | -25.2% | +5.8% |
| 3Y | +121.2% | +91.3% | +29.9% | +113.4% |
| 5Y | +110.0% | +22.7% | +87.3% | +105.1% |
| All | +171.4% | +93.8% | +77.6% | +172.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling