+182.0%
SLV vs AR
+57.2%
+124.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -3.3% |
| 7D | -3.9% | +6.4% | -10.3% | -4.1% |
| 30D | -15.6% | +3.1% | -18.8% | -15.8% |
| 3M | -23.6% | +3.3% | -26.9% | -23.8% |
| 6M | -42.6% | +6.6% | -49.1% | -42.8% |
| YTD | -30.0% | +12.3% | -42.3% | -30.6% |
| 1Y | -6.6% | +12.3% | -19.0% | -7.5% |
| 3Y | +121.8% | +50.4% | +71.4% | +116.1% |
| 5Y | +92.7% | +101.0% | -8.3% | +85.8% |
| All | +182.0% | +57.2% | +124.8% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling