+119.1%
SLV vs AMIX
-99.9%
+219.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +8.8% | -12.3% | -3.5% |
| 7D | +3.7% | +11.4% | -7.8% | +3.6% |
| 30D | -15.2% | -40.5% | +25.4% | -15.0% |
| 3M | -21.8% | -80.1% | +58.3% | -21.4% |
| 6M | -36.3% | -74.8% | +38.5% | -37.0% |
| YTD | -27.8% | -84.0% | +56.1% | -28.8% |
| 1Y | +1.5% | -89.7% | +91.2% | -0.1% |
| All | +119.1% | -99.9% | +219.1% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling