+187.0%
SLV vs AU
+604.2%
-417.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.6% | +1.9% |
| 7D | +2.8% | +0.6% | +2.1% | +2.4% |
| 30D | +2.2% | +12.3% | -10.1% | -4.1% |
| 3M | +2.9% | +29.4% | -26.5% | -10.7% |
| 6M | -22.4% | +3.2% | -25.6% | -25.0% |
| YTD | -5.7% | +31.8% | -37.5% | -15.3% |
| 1Y | +63.3% | +83.4% | -20.1% | +30.3% |
| All | +187.0% | +604.2% | -417.2% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling