+177.1%
SLV vs AG
+260.2%
-83.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.3% |
| 7D | -0.3% | +1.0% | -1.3% | -0.8% |
| 30D | +6.7% | +19.2% | -12.5% | -1.7% |
| 3M | -10.7% | +6.2% | -16.8% | -13.9% |
| 6M | -20.6% | -26.7% | +6.1% | -11.1% |
| YTD | -7.1% | +26.1% | -33.3% | -12.5% |
| 1Y | +62.0% | +131.7% | -69.7% | +24.9% |
| All | +177.1% | +260.2% | -83.1% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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