+175.8%
SLV vs ATI
+961.4%
-785.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.7% | +1.5% | -1.8% |
| 7D | -5.8% | +4.2% | -10.0% | -6.3% |
| 30D | -12.1% | -2.5% | -9.6% | -12.0% |
| 3M | -24.1% | -19.4% | -4.7% | -22.5% |
| 6M | -44.4% | +11.1% | -55.5% | -45.1% |
| YTD | -31.5% | +59.5% | -91.0% | -34.6% |
| 1Y | -6.9% | +85.8% | -92.7% | -12.3% |
| 3Y | +116.0% | +311.9% | -195.9% | +87.7% |
| 5Y | +88.4% | +963.2% | -874.8% | +50.7% |
| All | +175.8% | +961.4% | -785.6% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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