+10.3%
SLV vs AEP
+10.7%
-0.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.2% |
| 7D | -3.9% | +0.8% | -4.7% | -3.9% |
| 30D | -14.5% | +7.9% | -22.4% | -14.9% |
| 3M | -12.4% | +1.5% | -13.9% | -12.6% |
| 6M | -28.5% | -2.6% | -25.9% | -28.5% |
| YTD | -26.8% | +14.7% | -41.4% | -28.5% |
| 1Y | +10.3% | +10.8% | -0.4% | +9.6% |
| All | +10.3% | +10.7% | -0.4% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 1y: compounded portfolio wealth divided by compounded AEP 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…
1y analysis · Full analysis span regression · 6 months rolling