+177.1%
SLV vs APD
+9.1%
+167.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -0.3% | -2.2% | +1.9% | -0.1% |
| 30D | +6.7% | +2.1% | +4.6% | +6.4% |
| 3M | -10.7% | +7.2% | -17.9% | -11.3% |
| 6M | -20.6% | +11.2% | -31.8% | -21.3% |
| YTD | -7.1% | +24.4% | -31.5% | -9.0% |
| 1Y | +62.0% | +6.7% | +55.3% | +62.4% |
| All | +177.1% | +9.1% | +167.9% | +170.8% |
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