+128.3%
SLV vs AEE
+62.8%
+65.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.4% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | -14.2% | +9.7% | -23.9% | -15.3% |
| 3M | -20.3% | +5.8% | -26.1% | -21.0% |
| 6M | -40.2% | +4.5% | -44.6% | -40.7% |
| YTD | -27.6% | +15.8% | -43.4% | -29.5% |
| 1Y | +0.4% | +10.8% | -10.3% | -1.5% |
| All | +128.3% | +62.8% | +65.5% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling