+63.3%
SLV vs WU
-11.2%
+74.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.1% | +2.3% |
| 7D | +2.8% | -4.9% | +7.7% | +3.0% |
| 30D | +2.2% | -1.3% | +3.5% | +2.2% |
| 3M | +2.9% | -3.6% | +6.5% | +2.7% |
| 6M | -22.4% | -24.3% | +1.9% | -22.7% |
| YTD | -5.7% | -21.1% | +15.3% | -6.2% |
| 1Y | +63.3% | -10.3% | +73.6% | +65.0% |
| All | +63.3% | -11.2% | +74.6% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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