+52.2%
SLV vs AU
+71.1%
-18.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.3% | -1.0% | -2.1% |
| 7D | -5.0% | -7.0% | +1.9% | +0.2% |
| 30D | -1.8% | +7.3% | -9.1% | -7.6% |
| 3M | -0.3% | +33.2% | -33.5% | -21.5% |
| 6M | -28.2% | -0.6% | -27.6% | -29.7% |
| YTD | -10.7% | +26.2% | -36.9% | -22.5% |
| All | +52.2% | +71.1% | -18.9% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling