+161.5%
SLV vs UUUU
+88.5%
+73.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.3% | +1.0% | -4.2% |
| 7D | -5.0% | -5.0% | 0.0% | -4.2% |
| 30D | -1.8% | -7.8% | +6.0% | -0.5% |
| 3M | -0.3% | -0.4% | +0.2% | -0.7% |
| 6M | -28.2% | -32.9% | +4.7% | -24.1% |
| YTD | -10.7% | -6.3% | -4.5% | -9.5% |
| 1Y | +53.7% | +7.9% | +45.8% | +50.0% |
| 3Y | +173.7% | +85.2% | +88.5% | +135.2% |
| All | +161.5% | +88.5% | +73.0% | +115.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling