+182.6%
SLV vs AEP
+80.6%
+102.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.8% |
| 7D | +2.5% | +2.0% | +0.5% | +2.3% |
| 30D | +3.3% | +0.5% | +2.7% | +3.2% |
| 3M | -3.6% | -0.3% | -3.3% | -3.8% |
| 6M | -21.8% | -3.5% | -18.3% | -21.7% |
| YTD | -7.8% | +11.3% | -19.1% | -9.4% |
| 1Y | +58.3% | +20.2% | +38.0% | +53.8% |
| 3Y | +182.6% | +79.8% | +102.8% | +140.7% |
| All | +182.6% | +80.6% | +102.0% | +140.7% |
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 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