+175.8%
SLV vs AMT
+136.5%
+39.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.4% |
| 7D | -5.8% | +1.5% | -7.4% | -6.1% |
| 30D | -12.1% | +6.8% | -18.9% | -13.3% |
| 3M | -24.1% | +11.2% | -35.3% | -25.7% |
| 6M | -44.4% | +12.5% | -56.9% | -45.9% |
| YTD | -31.5% | +12.5% | -44.0% | -33.3% |
| 1Y | -6.9% | +10.1% | -17.0% | -9.1% |
| 3Y | +116.0% | +16.0% | +100.0% | +105.9% |
| 5Y | +88.4% | -17.2% | +105.6% | +89.6% |
| All | +175.8% | +136.5% | +39.4% | +145.7% |
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