+116.0%
SLV vs AGG
+14.0%
+102.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.0% |
| 7D | -5.8% | -1.5% | -4.3% | -4.0% |
| 30D | -12.1% | +0.6% | -12.8% | -12.7% |
| 3M | -24.1% | -1.6% | -22.5% | -22.6% |
| 6M | -44.4% | -1.6% | -42.8% | -43.2% |
| YTD | -31.5% | -1.5% | -30.0% | -29.9% |
| 1Y | -6.9% | -1.1% | -5.8% | -5.0% |
| 3Y | +116.0% | +13.6% | +102.4% | +89.9% |
| All | +116.0% | +14.0% | +102.0% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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