+183.2%
SLV vs APTV
-26.5%
+209.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -1.1% | -8.9% | +7.8% | +0.2% |
| 30D | -14.2% | -9.5% | -4.7% | -12.9% |
| 3M | -20.3% | -20.6% | +0.3% | -17.8% |
| 6M | -40.2% | -28.9% | -11.3% | -37.6% |
| YTD | -27.6% | -48.2% | +20.6% | -21.2% |
| 1Y | +0.4% | -51.7% | +52.1% | +10.3% |
| 3Y | +129.4% | -48.1% | +177.4% | +145.5% |
| 5Y | +99.8% | -76.7% | +176.5% | +131.6% |
| 10Y | +183.2% | -25.6% | +208.9% | +195.1% |
| All | +183.2% | -26.5% | +209.7% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling