+309.9%
SLV vs WU
-20.2%
+330.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.1% |
| 7D | +5.1% | +11.7% | -6.6% | +3.7% |
| 30D | -12.9% | +12.6% | -25.5% | -14.2% |
| 3M | -16.1% | -0.5% | -15.6% | -16.2% |
| 6M | -33.2% | -18.2% | -15.0% | -32.0% |
| YTD | -27.2% | -19.0% | -8.3% | -26.0% |
| 1Y | +7.6% | -16.7% | +24.3% | +9.0% |
| 3Y | +122.3% | -21.0% | +143.4% | +124.6% |
| 5Y | +109.7% | -41.7% | +151.4% | +117.7% |
| 10Y | +168.4% | -35.0% | +203.5% | +168.6% |
| All | +309.9% | -20.2% | +330.1% | +257.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling