+106.9%
SLV vs AA
-15.4%
+122.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.9% |
| 7D | +5.1% | +0.9% | +4.2% | +4.8% |
| 30D | -12.9% | -6.7% | -6.2% | -11.4% |
| 3M | -16.1% | -16.3% | +0.3% | -12.5% |
| 6M | -33.2% | -37.1% | +3.9% | -25.5% |
| YTD | -27.2% | -25.0% | -2.2% | -21.9% |
| 1Y | +7.6% | +8.6% | -1.0% | +7.2% |
| 3Y | +122.3% | +57.2% | +65.1% | +99.7% |
| All | +106.9% | -15.4% | +122.3% | +101.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling