+1.5%
SLV vs AEP
+9.0%
-7.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.4% |
| 7D | +3.7% | -0.8% | +4.5% | +3.6% |
| 30D | -15.2% | +4.9% | -20.0% | -15.3% |
| 3M | -21.8% | +4.9% | -26.6% | -22.0% |
| 6M | -36.3% | -0.3% | -36.1% | -36.5% |
| YTD | -27.8% | +14.3% | -42.1% | -28.9% |
| 1Y | +1.5% | +7.5% | -6.0% | +2.7% |
| All | +1.5% | +9.0% | -7.4% | +2.7% |
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