+182.0%
SLV vs AMIX
-99.9%
+281.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -1.2% |
| 7D | -0.3% | -13.7% | +13.4% | -0.3% |
| 30D | +6.7% | -62.1% | +68.8% | +7.0% |
| 3M | -10.7% | -46.2% | +35.5% | -11.9% |
| 6M | -20.6% | -46.4% | +25.8% | -21.7% |
| YTD | -7.1% | -60.3% | +53.1% | -8.7% |
| 1Y | +62.0% | -79.7% | +141.6% | +58.6% |
| All | +182.0% | -99.9% | +281.9% | +171.5% |
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 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