+128.3%
SLV vs AGI
+138.5%
-10.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.1% | +2.2% |
| 7D | -1.1% | 0.0% | -1.1% | -1.3% |
| 30D | -14.2% | -7.6% | -6.6% | -10.0% |
| 3M | -20.3% | -10.2% | -10.1% | -15.0% |
| 6M | -40.2% | -31.5% | -8.7% | -24.3% |
| YTD | -27.6% | -22.0% | -5.6% | -12.9% |
| 1Y | +0.4% | -7.9% | +8.3% | +11.1% |
| All | +128.3% | +138.5% | -10.2% | +45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling