+333.1%
SLV vs AEIS
+1,751.9%
-1,418.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.5% |
| 7D | -0.3% | +3.0% | -3.3% | -0.7% |
| 30D | +6.7% | -14.6% | +21.3% | +8.4% |
| 3M | -10.7% | -12.4% | +1.8% | -10.0% |
| 6M | -20.6% | -15.0% | -5.6% | -19.9% |
| YTD | -7.1% | +34.3% | -41.4% | -10.5% |
| 1Y | +62.0% | +87.4% | -25.4% | +50.9% |
| 3Y | +169.8% | +139.8% | +30.0% | +142.0% |
| 5Y | +161.5% | +220.7% | -59.3% | +125.9% |
| 10Y | +224.4% | +531.6% | -307.2% | +155.0% |
| All | +333.1% | +1,751.9% | -1,418.8% | +167.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling