+139.2%
ADI vs SLV
+126.2%
+13.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.4% |
| 7D | -6.3% | +3.7% | -10.0% | -7.0% |
| 30D | -3.2% | -15.2% | +12.0% | +0.1% |
| 3M | +2.8% | -21.8% | +24.5% | +7.9% |
| 6M | -5.0% | -36.3% | +31.3% | +3.1% |
| YTD | +46.3% | -27.8% | +74.2% | +48.2% |
| 1Y | +71.6% | +1.5% | +70.1% | +57.7% |
| 3Y | +139.2% | +128.5% | +10.7% | +70.9% |
| All | +139.2% | +126.2% | +13.0% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling