+219.9%
SLV vs AZO
+296.8%
-77.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | -2.8% | -3.6% | +0.7% | -2.5% |
| 30D | -1.6% | -5.6% | +4.0% | -1.1% |
| 3M | -4.4% | -6.6% | +2.2% | -4.0% |
| 6M | -25.4% | -22.5% | -2.9% | -23.5% |
| YTD | -9.8% | -15.2% | +5.4% | -8.2% |
| 1Y | +53.8% | -33.9% | +87.7% | +60.4% |
| 3Y | +174.7% | +11.8% | +162.9% | +168.1% |
| 5Y | +164.3% | +85.5% | +78.8% | +140.5% |
| All | +219.9% | +296.8% | -77.0% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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