+99.8%
SLV vs AGI
+260.0%
-160.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.1% | +2.0% |
| 7D | -1.1% | 0.0% | -1.1% | -1.2% |
| 30D | -14.2% | -7.6% | -6.6% | -10.4% |
| 3M | -20.3% | -10.2% | -10.1% | -15.5% |
| 6M | -40.2% | -31.5% | -8.7% | -26.2% |
| YTD | -27.6% | -22.0% | -5.6% | -14.5% |
| 1Y | +0.4% | -7.9% | +8.3% | +9.5% |
| 3Y | +129.4% | +137.6% | -8.2% | +52.6% |
| 5Y | +99.8% | +256.7% | -156.9% | +10.3% |
| All | +99.8% | +260.0% | -160.2% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling