+333.1%
SLV vs APD
+680.0%
-346.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -0.3% | -2.2% | +1.9% | +0.2% |
| 30D | +6.7% | +2.1% | +4.6% | +6.1% |
| 3M | -10.7% | +7.2% | -17.9% | -12.2% |
| 6M | -20.6% | +11.2% | -31.8% | -22.7% |
| YTD | -7.1% | +24.4% | -31.5% | -12.4% |
| 1Y | +62.0% | +6.7% | +55.3% | +57.8% |
| 3Y | +169.8% | +9.2% | +160.6% | +157.1% |
| 5Y | +161.5% | +27.4% | +134.1% | +137.6% |
| 10Y | +224.4% | +164.8% | +59.6% | +136.4% |
| All | +333.1% | +680.0% | -346.9% | +72.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling