+235.3%
SLV vs AEIS
+545.5%
-310.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.4% |
| 7D | +2.8% | +6.5% | -3.7% | +1.8% |
| 30D | +2.2% | -9.2% | +11.4% | +3.5% |
| 3M | +2.9% | -8.3% | +11.2% | +3.2% |
| 6M | -22.4% | -6.3% | -16.1% | -22.6% |
| YTD | -5.7% | +36.5% | -42.2% | -10.4% |
| 1Y | +63.3% | +84.8% | -21.5% | +49.0% |
| 3Y | +189.0% | +176.6% | +12.4% | +146.5% |
| 5Y | +172.7% | +237.1% | -64.4% | +124.1% |
| 10Y | +235.3% | +554.7% | -319.4% | +157.0% |
| All | +235.3% | +545.5% | -310.3% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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