+187.0%
SLV vs AGI
+214.4%
-27.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +1.4% |
| 7D | +2.8% | +2.2% | +0.6% | +1.3% |
| 30D | +2.2% | +11.3% | -9.1% | -4.9% |
| 3M | +2.9% | +5.6% | -2.7% | -2.1% |
| 6M | -22.4% | -27.7% | +5.3% | -5.5% |
| YTD | -5.7% | -4.1% | -1.7% | -0.8% |
| 1Y | +63.3% | +13.8% | +49.5% | +57.5% |
| All | +187.0% | +214.4% | -27.4% | +57.2% |
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