+182.0%
SLV vs AA
+44.7%
+137.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.8% | -3.0% |
| 7D | -3.9% | +5.3% | -9.1% | -4.8% |
| 30D | -15.6% | -2.3% | -13.4% | -15.3% |
| 3M | -23.6% | -20.8% | -2.8% | -20.3% |
| 6M | -42.6% | -39.8% | -2.7% | -37.3% |
| YTD | -30.0% | -23.3% | -6.7% | -26.5% |
| 1Y | -6.6% | +1.8% | -8.5% | -6.2% |
| 3Y | +121.8% | +69.5% | +52.3% | +101.8% |
| 5Y | +92.7% | -18.0% | +110.6% | +86.5% |
| All | +182.0% | +44.7% | +137.3% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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