+187.0%
SLV vs AUR
+86.2%
+100.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.4% | +2.3% |
| 7D | +2.8% | +11.1% | -8.3% | +1.6% |
| 30D | +2.2% | -6.9% | +9.1% | +2.8% |
| 3M | +2.9% | +5.5% | -2.6% | +1.9% |
| 6M | -22.4% | +41.0% | -63.4% | -25.3% |
| YTD | -5.7% | +69.3% | -75.0% | -10.4% |
| 1Y | +63.3% | +14.0% | +49.3% | +58.7% |
| All | +187.0% | +86.2% | +100.7% | +156.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling