+138.3%
ADI vs SLV
+166.6%
-28.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +4.6% |
| 7D | +4.6% | -2.8% | +7.4% | +5.2% |
| 30D | -1.2% | -1.6% | +0.4% | -0.9% |
| 3M | -7.8% | -4.4% | -3.4% | -7.2% |
| 6M | +19.3% | -25.4% | +44.7% | +25.6% |
| YTD | +40.9% | -9.8% | +50.7% | +37.0% |
| 1Y | +54.5% | +53.8% | +0.7% | +29.2% |
| 3Y | +123.4% | +174.7% | -51.2% | +57.3% |
| All | +138.3% | +166.6% | -28.3% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling