+171.1%
SLV vs AR
+44.3%
+126.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.1% |
| 7D | +5.1% | -14.3% | +19.3% | +5.7% |
| 30D | -12.9% | +1.4% | -14.3% | -13.0% |
| 3M | -16.1% | +3.4% | -19.5% | -16.3% |
| 6M | -33.2% | -2.1% | -31.1% | -33.2% |
| YTD | -27.2% | +4.7% | -31.9% | -27.7% |
| 1Y | +7.6% | +10.6% | -2.9% | +6.7% |
| 3Y | +122.3% | +24.6% | +97.8% | +118.1% |
| 5Y | +109.7% | +71.9% | +37.8% | +103.3% |
| All | +171.1% | +44.3% | +126.8% | +157.7% |
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