+175.8%
SLV vs UUUU
+370.7%
-194.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.8% | -2.0% |
| 7D | -5.8% | -1.1% | -4.8% | -5.8% |
| 30D | -12.1% | -21.0% | +8.9% | -9.6% |
| 3M | -24.1% | -54.8% | +30.7% | -16.5% |
| 6M | -44.4% | -67.3% | +23.0% | -36.6% |
| YTD | -31.5% | -54.7% | +23.2% | -24.5% |
| 1Y | -6.9% | -57.4% | +50.5% | +2.7% |
| 3Y | +116.0% | -19.6% | +135.6% | +115.0% |
| 5Y | +88.4% | -40.0% | +128.5% | +85.6% |
| All | +175.8% | +370.7% | -194.9% | +134.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling