+89.9%
SLV vs AU
+381.3%
-291.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.5% |
| 7D | -5.8% | -7.2% | +1.4% | -2.4% |
| 30D | -12.1% | -2.9% | -9.3% | -11.0% |
| 3M | -24.1% | -8.7% | -15.5% | -21.0% |
| 6M | -44.4% | -14.1% | -30.2% | -40.7% |
| YTD | -31.5% | +4.8% | -36.3% | -31.0% |
| 1Y | -6.9% | +11.9% | -18.8% | -8.6% |
| 3Y | +116.0% | +513.8% | -397.8% | +5.6% |
| All | +89.9% | +381.3% | -291.5% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling