+99.8%
SLV vs AEE
+56.1%
+43.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.5% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | -14.2% | +9.7% | -23.9% | -16.2% |
| 3M | -20.3% | +5.8% | -26.1% | -21.5% |
| 6M | -40.2% | +4.5% | -44.6% | -41.1% |
| YTD | -27.6% | +15.8% | -43.4% | -30.8% |
| 1Y | +0.4% | +10.8% | -10.3% | -2.9% |
| 3Y | +129.4% | +62.8% | +66.6% | +91.9% |
| 5Y | +99.8% | +56.1% | +43.7% | +74.3% |
| All | +99.8% | +56.1% | +43.7% | +74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling