+106.9%
SLV vs APD
+11.0%
+96.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.1% |
| 7D | +5.1% | -3.7% | +8.8% | +5.8% |
| 30D | -12.9% | +9.6% | -22.5% | -14.4% |
| 3M | -16.1% | +1.6% | -17.7% | -16.4% |
| 6M | -33.2% | +2.2% | -35.3% | -33.5% |
| YTD | -27.2% | +25.9% | -53.1% | -30.5% |
| 1Y | +7.6% | +20.1% | -12.5% | +3.7% |
| 3Y | +122.3% | +12.4% | +109.9% | +113.9% |
| All | +106.9% | +11.0% | +96.0% | +96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling