+237.7%
SLV vs AMT
+683.4%
-445.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -1.1% | -2.4% | +1.3% | -0.7% |
| 30D | -14.2% | +4.2% | -18.4% | -14.9% |
| 3M | -20.3% | +13.4% | -33.7% | -22.2% |
| 6M | -40.2% | +9.4% | -49.6% | -41.4% |
| YTD | -27.6% | +11.7% | -39.3% | -29.4% |
| 1Y | +0.4% | +7.1% | -6.7% | -1.4% |
| 3Y | +129.4% | +15.1% | +114.3% | +119.7% |
| 5Y | +99.8% | -17.9% | +117.7% | +101.4% |
| 10Y | +183.2% | +133.5% | +49.7% | +133.4% |
| All | +237.7% | +683.4% | -445.7% | +96.8% |
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 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