+167.8%
SLV vs APTV
-69.4%
+237.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.6% | +3.9% | -0.1% |
| 7D | +2.5% | +2.0% | +0.5% | +2.2% |
| 30D | +3.3% | -7.7% | +11.0% | +4.4% |
| 3M | -3.6% | -34.0% | +30.4% | +2.3% |
| 6M | -21.8% | -37.1% | +15.3% | -16.8% |
| YTD | -7.8% | -39.9% | +32.1% | -1.3% |
| 1Y | +58.3% | -44.4% | +102.7% | +71.0% |
| 3Y | +182.6% | -54.5% | +237.1% | +208.2% |
| 5Y | +167.8% | -69.1% | +236.9% | +180.8% |
| All | +167.8% | -69.4% | +237.2% | +180.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling