+175.8%
SLV vs AGI
+389.5%
-213.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | -5.8% | -10.1% | +4.3% | -2.0% |
| 30D | -12.1% | -6.5% | -5.6% | -10.0% |
| 3M | -24.1% | -12.8% | -11.3% | -20.2% |
| 6M | -44.4% | -34.3% | -10.1% | -35.3% |
| YTD | -31.5% | -25.6% | -5.9% | -21.9% |
| 1Y | -6.9% | -14.2% | +7.3% | +1.6% |
| 3Y | +116.0% | +127.3% | -11.3% | +75.4% |
| 5Y | +88.4% | +241.8% | -153.3% | +35.3% |
| All | +175.8% | +389.5% | -213.7% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling