-6.9%
SLV vs WU
-15.0%
+8.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.5% | -2.3% |
| 7D | -5.8% | -2.0% | -3.8% | -5.7% |
| 30D | -12.1% | +11.4% | -23.5% | -13.1% |
| 3M | -24.1% | -6.8% | -17.3% | -23.9% |
| 6M | -44.4% | -14.6% | -29.8% | -44.0% |
| YTD | -31.5% | -20.6% | -10.9% | -31.5% |
| 1Y | -6.9% | -15.4% | +8.4% | -7.9% |
| All | -6.9% | -15.0% | +8.0% | -7.9% |
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