+82.0%
AAPL vs SLV
+184.0%
-102.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.4% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +3.0% | +6.7% | -3.7% | +2.3% |
| 3M | +2.9% | -10.7% | +13.6% | +3.6% |
| 6M | +22.1% | -20.6% | +42.7% | +23.7% |
| YTD | +18.0% | -7.1% | +25.2% | +15.0% |
| 1Y | +33.9% | +62.0% | -28.0% | +18.1% |
| All | +82.0% | +184.0% | -102.0% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling