+333.1%
SLV vs AEE
+375.7%
-42.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -0.3% | +0.3% | -0.7% | -0.4% |
| 30D | +6.7% | -2.3% | +9.0% | +7.1% |
| 3M | -10.7% | +0.2% | -10.9% | -11.0% |
| 6M | -20.6% | -4.7% | -15.9% | -20.0% |
| YTD | -7.1% | +8.1% | -15.2% | -8.9% |
| 1Y | +62.0% | +8.5% | +53.4% | +58.7% |
| 3Y | +169.8% | +48.9% | +120.9% | +145.9% |
| 5Y | +161.5% | +39.9% | +121.5% | +140.6% |
| 10Y | +224.4% | +186.5% | +37.9% | +153.2% |
| All | +333.1% | +375.7% | -42.6% | +179.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling