+169.8%
SLV vs AVTR
-64.3%
+234.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.1% |
| 7D | -0.3% | +2.7% | -3.0% | -0.6% |
| 30D | +6.7% | +12.1% | -5.4% | +5.6% |
| 3M | -10.7% | +57.2% | -67.9% | -14.5% |
| 6M | -20.6% | +73.1% | -93.7% | -24.7% |
| YTD | -7.1% | +30.6% | -37.8% | -10.2% |
| 1Y | +62.0% | +13.5% | +48.5% | +57.3% |
| 3Y | +169.8% | -31.0% | +200.8% | +173.9% |
| All | +169.8% | -64.3% | +234.1% | +174.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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