+165.7%
SLV vs AG
+64.2%
+101.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.4% |
| 7D | -0.3% | +1.0% | -1.3% | -0.8% |
| 30D | +6.7% | +19.2% | -12.5% | -1.1% |
| 3M | -10.7% | +6.2% | -16.8% | -13.6% |
| 6M | -20.6% | -26.7% | +6.1% | -11.5% |
| YTD | -7.1% | +26.1% | -33.3% | -12.9% |
| 1Y | +62.0% | +131.7% | -69.7% | +22.7% |
| 3Y | +169.8% | +255.3% | -85.5% | +64.0% |
| All | +165.7% | +64.2% | +101.6% | +97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling