+219.5%
SLV vs AU
+107.6%
+111.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.7% |
| 7D | -5.8% | -7.2% | +1.4% | -3.3% |
| 30D | -12.1% | -2.9% | -9.3% | -11.3% |
| 3M | -24.1% | -8.7% | -15.5% | -21.7% |
| 6M | -44.4% | -14.1% | -30.2% | -41.4% |
| YTD | -31.5% | +4.8% | -36.3% | -31.2% |
| 1Y | -6.9% | +11.9% | -18.8% | -8.6% |
| 3Y | +116.0% | +513.8% | -397.8% | +15.2% |
| 5Y | +88.4% | +379.3% | -290.8% | +4.5% |
| 10Y | +167.9% | +837.1% | -669.1% | +2.2% |
| All | +219.5% | +107.6% | +111.9% | +81.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling