+132.7%
SLV vs AEP
+82.1%
+50.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.6% |
| 7D | +5.6% | -1.5% | +7.2% | +5.8% |
| 30D | -12.1% | +4.5% | -16.6% | -12.5% |
| 3M | -16.3% | +2.8% | -19.1% | -16.6% |
| 6M | -34.1% | -0.7% | -33.4% | -34.2% |
| YTD | -25.3% | +13.8% | -39.1% | -26.6% |
| 1Y | +9.6% | +9.0% | +0.6% | +8.3% |
| 3Y | +132.7% | +83.0% | +49.7% | +96.1% |
| All | +132.7% | +82.1% | +50.5% | +96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling