+127.0%
SLV vs AMIX
-99.9%
+226.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.8% | -9.1% | +2.7% |
| 7D | +5.6% | +1.2% | +4.4% | +5.6% |
| 30D | -12.1% | -45.3% | +33.2% | -11.9% |
| 3M | -16.3% | -83.1% | +66.8% | -15.8% |
| 6M | -34.1% | -76.9% | +42.8% | -34.7% |
| YTD | -25.3% | -85.3% | +60.0% | -26.3% |
| 1Y | +9.6% | -89.8% | +99.4% | +8.0% |
| All | +127.0% | -99.9% | +226.9% | +119.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling