+333.1%
SLV vs AMT
+616.4%
-283.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | -0.3% | -0.2% | -0.1% | -0.3% |
| 30D | +6.7% | +4.6% | +2.1% | +5.8% |
| 3M | -10.7% | -8.4% | -2.2% | -9.5% |
| 6M | -20.6% | -6.0% | -14.6% | -20.0% |
| YTD | -7.1% | +2.1% | -9.3% | -7.9% |
| 1Y | +62.0% | -6.4% | +68.4% | +63.1% |
| 3Y | +169.8% | +8.1% | +161.8% | +161.2% |
| 5Y | +161.5% | -31.9% | +193.4% | +172.8% |
| 10Y | +224.4% | +97.1% | +127.3% | +175.7% |
| All | +333.1% | +616.4% | -283.3% | +156.8% |
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