+7.6%
SLV vs AMIX
-91.4%
+99.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +5.1% | -16.0% | +21.1% | +5.2% |
| 30D | -12.9% | -55.4% | +42.5% | -12.4% |
| 3M | -16.1% | -87.5% | +71.4% | -15.0% |
| 6M | -33.2% | -81.2% | +48.0% | -31.9% |
| YTD | -27.2% | -86.8% | +59.6% | -25.8% |
| 1Y | +7.6% | -91.6% | +99.2% | +9.5% |
| All | +7.6% | -91.4% | +99.0% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling