+219.9%
SLV vs AGI
+392.3%
-172.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.8% |
| 7D | -2.8% | -2.7% | -0.1% | -1.8% |
| 30D | -1.6% | +7.2% | -8.8% | -4.0% |
| 3M | -4.4% | +4.3% | -8.7% | -6.2% |
| 6M | -25.4% | -27.1% | +1.7% | -16.7% |
| YTD | -9.8% | -6.6% | -3.2% | -5.4% |
| 1Y | +53.8% | +9.5% | +44.3% | +53.6% |
| 3Y | +174.7% | +208.4% | -33.8% | +100.7% |
| 5Y | +164.3% | +401.6% | -237.3% | +68.3% |
| All | +219.9% | +392.3% | -172.5% | +100.6% |
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