+1.5%
SLV vs USB
+33.1%
-31.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.4% |
| 7D | +3.7% | +1.4% | +2.2% | +3.2% |
| 30D | -15.2% | +6.4% | -21.6% | -16.6% |
| 3M | -21.8% | -4.5% | -17.3% | -21.3% |
| 6M | -36.3% | +11.4% | -47.7% | -38.7% |
| YTD | -27.8% | +17.1% | -44.9% | -32.5% |
| 1Y | +1.5% | +32.6% | -31.1% | -6.4% |
| All | +1.5% | +33.1% | -31.6% | -6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling