+128.5%
SLV vs AR
+42.3%
+86.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.1% | -1.2% |
| 7D | +3.7% | -5.8% | +9.4% | +4.1% |
| 30D | -15.2% | +4.8% | -20.0% | -15.7% |
| 3M | -21.8% | +1.5% | -23.3% | -22.1% |
| 6M | -36.3% | +4.7% | -41.0% | -36.9% |
| YTD | -27.8% | +9.2% | -37.0% | -29.7% |
| 1Y | +1.5% | +11.2% | -9.7% | -1.4% |
| 3Y | +128.5% | +46.2% | +82.3% | +104.9% |
| All | +128.5% | +42.3% | +86.2% | +104.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling