+172.7%
SLV vs AON
+9.3%
+163.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.5% | +5.8% | +2.1% |
| 7D | +2.8% | -7.9% | +10.7% | +2.3% |
| 30D | +2.2% | -14.6% | +16.9% | +1.3% |
| 3M | +2.9% | -7.9% | +10.8% | +2.4% |
| 6M | -22.4% | -8.0% | -14.4% | -22.7% |
| YTD | -5.7% | -13.2% | +7.5% | -5.7% |
| 1Y | +63.3% | -16.4% | +79.7% | +63.9% |
| 3Y | +189.0% | -6.7% | +195.7% | +185.0% |
| 5Y | +172.7% | +8.0% | +164.6% | +162.7% |
| All | +172.7% | +9.3% | +163.4% | +162.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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