+333.1%
SLV vs AU
+162.4%
+170.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.4% |
| 7D | -0.3% | -3.6% | +3.3% | +1.0% |
| 30D | +6.7% | +23.9% | -17.2% | -1.5% |
| 3M | -10.7% | +19.1% | -29.8% | -16.4% |
| 6M | -20.6% | -0.2% | -20.4% | -21.0% |
| YTD | -7.1% | +32.5% | -39.6% | -14.4% |
| 1Y | +62.0% | +96.9% | -35.0% | +30.4% |
| 3Y | +169.8% | +614.7% | -444.9% | +34.6% |
| 5Y | +161.5% | +647.7% | -486.3% | +24.1% |
| 10Y | +224.4% | +679.2% | -454.8% | +30.4% |
| All | +333.1% | +162.4% | +170.7% | +126.0% |
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