+16,791.8%
AAPL vs SLV
+261.6%
+16,530.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.7% | +2.0% |
| 7D | +1.8% | -1.1% | +2.8% | +1.9% |
| 30D | +4.3% | -14.2% | +18.5% | +6.1% |
| 3M | +16.6% | -20.3% | +37.0% | +19.5% |
| 6M | +21.6% | -40.2% | +61.8% | +28.5% |
| YTD | +31.2% | -27.6% | +58.8% | +32.6% |
| 1Y | +29.6% | +0.4% | +29.1% | +25.0% |
| 3Y | +93.1% | +129.4% | -36.2% | +65.4% |
| 5Y | +146.2% | +99.8% | +46.4% | +112.8% |
| 10Y | +1,326.9% | +183.2% | +1,143.6% | +1,066.4% |
| All | +16,791.8% | +261.6% | +16,530.2% | +12,456.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling