+216.5%
SLV vs AEE
+191.3%
+25.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -5.1% |
| 7D | -5.0% | -0.7% | -4.4% | -4.9% |
| 30D | -1.8% | -2.0% | +0.2% | -1.4% |
| 3M | -0.3% | -2.8% | +2.6% | +0.1% |
| 6M | -28.2% | -3.6% | -24.6% | -27.9% |
| YTD | -10.7% | +7.3% | -18.1% | -12.2% |
| 1Y | +53.7% | +8.7% | +45.0% | +50.7% |
| 3Y | +173.7% | +46.0% | +127.7% | +150.7% |
| 5Y | +161.5% | +39.8% | +121.7% | +141.4% |
| All | +216.5% | +191.3% | +25.2% | +162.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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