+106.9%
SLV vs WU
-42.0%
+148.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | 0.0% |
| 7D | +5.1% | +11.7% | -6.6% | +4.1% |
| 30D | -12.9% | +12.6% | -25.5% | -13.9% |
| 3M | -16.1% | -0.5% | -15.6% | -16.2% |
| 6M | -33.2% | -18.2% | -15.0% | -32.4% |
| YTD | -27.2% | -19.0% | -8.3% | -26.4% |
| 1Y | +7.6% | -16.7% | +24.3% | +8.5% |
| 3Y | +122.3% | -21.0% | +143.4% | +123.1% |
| All | +106.9% | -42.0% | +148.9% | +114.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling