-6.9%
SLV vs USHY
+1.9%
-8.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -1.5% |
| 7D | -5.8% | -0.4% | -5.4% | -3.4% |
| 30D | -12.1% | +0.6% | -12.7% | -14.8% |
| 3M | -24.1% | -2.0% | -22.1% | -14.3% |
| 6M | -44.4% | -0.5% | -43.8% | -41.6% |
| YTD | -31.5% | +0.6% | -32.1% | -30.1% |
| 1Y | -6.9% | +2.1% | -9.1% | -6.5% |
| All | -6.9% | +1.9% | -8.8% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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