+1.5%
SLV vs AA
+4.5%
-3.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.4% | +1.0% | -1.3% |
| 7D | +3.7% | +1.2% | +2.4% | +2.9% |
| 30D | -15.2% | -5.0% | -10.1% | -13.0% |
| 3M | -21.8% | -22.2% | +0.4% | -12.3% |
| 6M | -36.3% | -36.3% | 0.0% | -22.3% |
| YTD | -27.8% | -24.2% | -3.7% | -20.0% |
| 1Y | +1.5% | +3.9% | -2.4% | +3.7% |
| All | +1.5% | +4.5% | -3.0% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling