+636.4%
ADI vs SLV
+228.4%
+408.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +0.1% |
| 7D | +2.6% | +2.8% | -0.2% | +2.0% |
| 30D | -4.6% | +2.2% | -6.8% | -5.1% |
| 3M | -9.5% | +2.9% | -12.4% | -10.2% |
| 6M | +14.8% | -22.4% | +37.3% | +19.7% |
| YTD | +35.8% | -5.7% | +41.6% | +32.3% |
| 1Y | +48.9% | +63.3% | -14.4% | +27.4% |
| 3Y | +115.6% | +189.0% | -73.4% | +61.0% |
| 5Y | +135.1% | +172.7% | -37.6% | +74.6% |
| 10Y | +636.4% | +235.3% | +401.2% | +375.5% |
| All | +636.4% | +228.4% | +408.1% | +375.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 10y: compounded portfolio wealth divided by compounded SLV 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…
10y analysis · Full analysis span regression · 6 months rolling