+241.4%
SLV vs USB
+280.9%
-39.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.9% | +3.3% | +5.1% |
| 7D | -3.9% | +2.4% | -6.3% | -4.0% |
| 30D | -14.5% | +6.6% | -21.0% | -14.7% |
| 3M | -12.4% | -4.1% | -8.3% | -12.3% |
| 6M | -28.5% | +12.5% | -41.0% | -28.8% |
| YTD | -26.8% | +17.6% | -44.4% | -27.3% |
| 1Y | +10.3% | +36.5% | -26.2% | +9.1% |
| 3Y | +122.2% | +95.4% | +26.8% | +116.7% |
| 5Y | +114.4% | +26.1% | +88.2% | +110.9% |
| 10Y | +170.1% | +101.3% | +68.8% | +160.5% |
| All | +241.4% | +280.9% | -39.5% | +236.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling