+122.6%
SLV vs USB
+90.4%
+32.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | -0.7% | -1.5% | +0.7% | -0.5% |
| 30D | -15.4% | +4.3% | -19.7% | -15.9% |
| 3M | -16.3% | -6.1% | -10.2% | -15.6% |
| 6M | -28.8% | +9.4% | -38.2% | -30.0% |
| YTD | -27.1% | +15.2% | -42.3% | -29.0% |
| 1Y | +7.5% | +32.8% | -25.2% | +2.9% |
| All | +122.6% | +90.4% | +32.2% | +85.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling