+236.5%
SLV vs AMT
+683.9%
-447.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.2% | -3.6% |
| 7D | +3.7% | +1.6% | +2.0% | +3.4% |
| 30D | -15.2% | +4.5% | -19.6% | -15.9% |
| 3M | -21.8% | +13.8% | -35.6% | -23.7% |
| 6M | -36.3% | +10.0% | -46.4% | -37.7% |
| YTD | -27.8% | +11.8% | -39.6% | -29.7% |
| 1Y | +1.5% | +10.2% | -8.7% | -0.8% |
| 3Y | +128.5% | +15.1% | +113.4% | +118.9% |
| 5Y | +103.2% | -18.8% | +122.1% | +105.3% |
| 10Y | +164.7% | +133.7% | +31.0% | +118.1% |
| All | +236.5% | +683.9% | -447.4% | +96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling