+161.5%
SLV vs AZO
+85.0%
+76.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -5.2% |
| 7D | -5.0% | -2.9% | -2.1% | -4.9% |
| 30D | -1.8% | -5.3% | +3.5% | -1.5% |
| 3M | -0.3% | -7.3% | +7.1% | +0.1% |
| 6M | -28.2% | -22.7% | -5.5% | -26.7% |
| YTD | -10.7% | -15.0% | +4.3% | -9.1% |
| 1Y | +53.7% | -32.2% | +85.9% | +58.3% |
| 3Y | +173.7% | +10.0% | +163.7% | +169.9% |
| 5Y | +161.5% | +85.8% | +75.6% | +167.2% |
| All | +161.5% | +85.0% | +76.5% | +167.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling