+106.9%
SLV vs AG
+12.9%
+94.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.9% |
| 7D | +5.1% | +6.3% | -1.2% | +2.3% |
| 30D | -12.9% | -8.9% | -4.0% | -9.5% |
| 3M | -16.1% | -12.2% | -3.9% | -11.7% |
| 6M | -33.2% | -28.3% | -4.9% | -24.0% |
| YTD | -27.2% | -8.8% | -18.4% | -21.9% |
| 1Y | +7.6% | +39.4% | -31.7% | +0.2% |
| 3Y | +122.3% | +229.4% | -107.1% | +44.0% |
| All | +106.9% | +12.9% | +94.0% | +76.6% |
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