+164.7%
SLV vs AEIS
+347.9%
-183.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.6% |
| 7D | +3.7% | -6.9% | +10.5% | +4.3% |
| 30D | -15.2% | -23.2% | +8.0% | -12.2% |
| 3M | -21.8% | -29.5% | +7.7% | -18.2% |
| 6M | -36.3% | -37.9% | +1.6% | -32.8% |
| YTD | -27.8% | +6.0% | -33.8% | -29.2% |
| 1Y | +1.5% | +1.2% | +0.3% | +0.1% |
| 3Y | +128.5% | +150.0% | -21.4% | +97.9% |
| 5Y | +103.2% | +141.9% | -38.6% | +74.0% |
| 10Y | +164.7% | +356.2% | -191.5% | +121.8% |
| All | +164.7% | +347.9% | -183.2% | +121.8% |
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