+182.6%
SLV vs AEE
+49.7%
+132.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -0.9% |
| 7D | +2.5% | +1.3% | +1.2% | +2.3% |
| 30D | +3.3% | -1.2% | +4.5% | +3.4% |
| 3M | -3.6% | +1.0% | -4.6% | -4.1% |
| 6M | -21.8% | -2.3% | -19.5% | -21.7% |
| YTD | -7.8% | +9.1% | -17.0% | -9.7% |
| 1Y | +58.3% | +10.6% | +47.7% | +54.6% |
| 3Y | +182.6% | +48.5% | +134.1% | +149.1% |
| All | +182.6% | +49.7% | +132.9% | +149.1% |
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