+129.3%
SLV vs AUR
-35.7%
+165.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +1.0% |
| 7D | -2.8% | +1.4% | -4.3% | -2.9% |
| 30D | -1.6% | -6.4% | +4.8% | -1.2% |
| 3M | -4.4% | +7.7% | -12.1% | -5.1% |
| 6M | -25.4% | +44.5% | -69.9% | -27.3% |
| YTD | -9.8% | +67.4% | -77.2% | -12.6% |
| 1Y | +53.8% | +15.4% | +38.4% | +51.2% |
| 3Y | +174.7% | +94.8% | +79.8% | +156.6% |
| 5Y | +164.3% | -35.1% | +199.4% | +136.3% |
| All | +129.3% | -35.7% | +165.0% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 10y: compounded portfolio wealth divided by compounded AUR 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…
10y analysis · Full analysis span regression · 6 months rolling