+237.7%
SLV vs AGI
+264.3%
-26.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.1% | +1.3% |
| 7D | -1.1% | 0.0% | -1.1% | -1.1% |
| 30D | -14.2% | -7.6% | -6.6% | -12.0% |
| 3M | -20.3% | -10.2% | -10.1% | -17.5% |
| 6M | -40.2% | -31.5% | -8.7% | -32.4% |
| YTD | -27.6% | -22.0% | -5.6% | -19.9% |
| 1Y | +0.4% | -7.9% | +8.3% | +5.7% |
| 3Y | +129.4% | +137.6% | -8.2% | +79.5% |
| 5Y | +99.8% | +256.7% | -156.9% | +36.5% |
| 10Y | +183.2% | +405.2% | -221.9% | +50.6% |
| All | +237.7% | +264.3% | -26.6% | +37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling