+218.9%
SLV vs ATI
+1,051.1%
-832.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | +2.5% | +3.2% | -0.7% | +2.2% |
| 30D | +3.3% | -9.0% | +12.3% | +4.2% |
| 3M | -3.6% | +15.1% | -18.7% | -5.2% |
| 6M | -21.8% | +38.1% | -60.0% | -24.5% |
| YTD | -7.8% | +80.7% | -88.5% | -13.0% |
| 1Y | +58.3% | +167.5% | -109.2% | +44.3% |
| 3Y | +182.6% | +366.0% | -183.4% | +142.6% |
| 5Y | +167.8% | +1,088.8% | -921.0% | +111.9% |
| 10Y | +218.9% | +1,055.0% | -836.1% | +144.8% |
| All | +218.9% | +1,051.1% | -832.3% | +144.8% |
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