+113.7%
SLV vs APTV
-77.1%
+190.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.5% | +2.5% |
| 7D | +5.6% | -9.8% | +15.4% | +7.3% |
| 30D | -12.1% | -8.9% | -3.2% | -10.9% |
| 3M | -16.3% | -19.5% | +3.2% | -13.6% |
| 6M | -34.1% | -31.1% | -2.9% | -30.7% |
| YTD | -25.3% | -47.5% | +22.3% | -18.5% |
| 1Y | +9.6% | -52.3% | +61.9% | +21.0% |
| 3Y | +132.7% | -45.2% | +177.9% | +148.8% |
| 5Y | +113.7% | -76.9% | +190.5% | +130.2% |
| All | +113.7% | -77.1% | +190.8% | +130.2% |
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