+95.2%
SLV vs APTV
+194.6%
-99.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -1.6% |
| 7D | -0.3% | +4.8% | -5.1% | -1.0% |
| 30D | +6.7% | +2.0% | +4.7% | +6.3% |
| 3M | -10.7% | -34.2% | +23.6% | -5.8% |
| 6M | -20.6% | -34.7% | +14.1% | -16.5% |
| YTD | -7.1% | -37.0% | +29.8% | -1.9% |
| 1Y | +62.0% | -40.4% | +102.4% | +72.0% |
| 3Y | +169.8% | -54.1% | +223.9% | +191.4% |
| 5Y | +161.5% | -68.0% | +229.5% | +188.7% |
| 10Y | +224.4% | -15.5% | +239.9% | +209.1% |
| All | +95.2% | +194.6% | -99.3% | +12.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling