+329.8%
SLV vs AZO
+3,040.0%
-2,710.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.7% |
| 7D | +2.5% | -0.5% | +3.0% | +2.5% |
| 30D | +3.3% | -5.6% | +8.9% | +3.7% |
| 3M | -3.6% | -4.0% | +0.4% | -3.4% |
| 6M | -21.8% | -18.9% | -2.9% | -20.5% |
| YTD | -7.8% | -13.0% | +5.1% | -6.7% |
| 1Y | +58.3% | -30.4% | +88.7% | +63.1% |
| 3Y | +182.6% | +12.7% | +169.9% | +177.2% |
| 5Y | +167.8% | +89.6% | +78.1% | +148.8% |
| 10Y | +218.9% | +304.7% | -85.8% | +174.4% |
| All | +329.8% | +3,040.0% | -2,710.2% | +247.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling