+116.0%
SLV vs APD
+29.7%
+86.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -5.8% | +3.8% | -9.7% | -6.2% |
| 30D | -12.1% | +8.2% | -20.3% | -12.8% |
| 3M | -24.1% | +4.3% | -28.4% | -24.5% |
| 6M | -44.4% | +4.7% | -49.1% | -44.7% |
| YTD | -31.5% | +31.5% | -63.0% | -33.1% |
| 1Y | -6.9% | +23.5% | -30.5% | -8.4% |
| 3Y | +116.0% | +29.1% | +86.9% | +108.7% |
| All | +116.0% | +29.7% | +86.3% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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