+171.1%
SLV vs AMT
+113.8%
+57.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.4% |
| 7D | +5.1% | +0.5% | +4.6% | +5.0% |
| 30D | -12.9% | +13.6% | -26.5% | -15.1% |
| 3M | -16.1% | +11.5% | -27.5% | -17.9% |
| 6M | -33.2% | +6.9% | -40.1% | -34.3% |
| YTD | -27.2% | +10.8% | -38.1% | -29.0% |
| 1Y | +7.6% | +10.3% | -2.7% | +5.1% |
| 3Y | +122.3% | +12.4% | +109.9% | +113.2% |
| 5Y | +109.7% | -20.1% | +129.8% | +112.3% |
| All | +171.1% | +113.8% | +57.3% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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