+106.9%
SLV vs AMT
-20.2%
+127.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -29.1% |
| 1Y | +7.6% | +10.3% | -2.7% | +5.0% |
| 3Y | +122.3% | +12.4% | +109.9% | +111.5% |
| All | +106.9% | -20.2% | +127.1% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling