+165.7%
SLV vs USB
+40.0%
+125.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -0.3% | +1.4% | -1.8% | -0.4% |
| 30D | +6.7% | -1.3% | +8.0% | +6.8% |
| 3M | -10.7% | +15.2% | -25.9% | -11.7% |
| 6M | -20.6% | +18.8% | -39.4% | -21.8% |
| YTD | -7.1% | +21.0% | -28.2% | -8.7% |
| 1Y | +62.0% | +34.0% | +28.0% | +58.2% |
| 3Y | +169.8% | +95.3% | +74.5% | +157.0% |
| All | +165.7% | +40.0% | +125.7% | +143.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling