+1,207.8%
AAPL vs SLV
+238.8%
+968.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.6% |
| 7D | -3.0% | +2.8% | -5.8% | -3.3% |
| 30D | +2.3% | +2.2% | +0.1% | +1.9% |
| 3M | +8.6% | +2.9% | +5.7% | +7.9% |
| 6M | +21.6% | -22.4% | +44.0% | +25.1% |
| YTD | +16.3% | -5.7% | +22.1% | +12.8% |
| 1Y | +35.1% | +63.3% | -28.3% | +16.9% |
| 3Y | +79.4% | +189.0% | -109.6% | +37.3% |
| 5Y | +109.8% | +172.7% | -62.8% | +60.1% |
| All | +1,207.8% | +238.8% | +968.9% | +799.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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