+333.1%
SLV vs AGI
+348.5%
-15.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.6% |
| 7D | -0.3% | +0.6% | -0.9% | -0.5% |
| 30D | +6.7% | +18.2% | -11.5% | +1.0% |
| 3M | -10.7% | -4.1% | -6.6% | -9.6% |
| 6M | -20.6% | -28.7% | +8.1% | -11.5% |
| YTD | -7.1% | -4.0% | -3.2% | -4.0% |
| 1Y | +62.0% | +17.4% | +44.6% | +57.5% |
| 3Y | +169.8% | +203.0% | -33.2% | +94.9% |
| 5Y | +161.5% | +376.7% | -215.2% | +62.7% |
| 10Y | +224.4% | +407.5% | -183.1% | +69.5% |
| All | +333.1% | +348.5% | -15.4% | +64.7% |
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