+89.9%
SLV vs APD
+16.4%
+73.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -5.8% | +3.8% | -9.7% | -6.5% |
| 30D | -12.1% | +8.2% | -20.3% | -13.4% |
| 3M | -24.1% | +4.3% | -28.4% | -24.8% |
| 6M | -44.4% | +4.7% | -49.1% | -44.9% |
| YTD | -31.5% | +31.5% | -63.0% | -35.1% |
| 1Y | -6.9% | +23.5% | -30.5% | -10.7% |
| 3Y | +116.0% | +29.1% | +86.9% | +101.1% |
| All | +89.9% | +16.4% | +73.4% | +79.3% |
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