+333.1%
SLV vs AEP
+728.9%
-395.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -0.3% | +1.8% | -2.1% | -0.6% |
| 30D | +6.7% | -0.8% | +7.5% | +6.8% |
| 3M | -10.7% | -1.8% | -8.9% | -10.6% |
| 6M | -20.6% | -5.4% | -15.2% | -20.0% |
| YTD | -7.1% | +10.4% | -17.6% | -9.1% |
| 1Y | +62.0% | +18.2% | +43.8% | +56.6% |
| 3Y | +169.8% | +79.0% | +90.9% | +139.8% |
| 5Y | +161.5% | +64.8% | +96.6% | +135.3% |
| 10Y | +224.4% | +170.8% | +53.6% | +161.8% |
| All | +333.1% | +728.9% | -395.8% | +167.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling