+237.7%
SLV vs AEIS
+1,426.9%
-1,189.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.5% | -4.1% | -0.1% |
| 7D | -1.1% | +9.5% | -10.6% | -2.3% |
| 30D | -14.2% | -17.5% | +3.3% | -12.7% |
| 3M | -20.3% | -29.3% | +9.0% | -17.7% |
| 6M | -40.2% | -34.7% | -5.5% | -38.1% |
| YTD | -27.6% | +10.7% | -38.3% | -29.0% |
| 1Y | +0.4% | +7.4% | -7.0% | -1.3% |
| 3Y | +129.4% | +161.1% | -31.8% | +104.2% |
| 5Y | +99.8% | +150.7% | -50.9% | +76.4% |
| 10Y | +183.2% | +360.8% | -177.6% | +128.6% |
| All | +237.7% | +1,426.9% | -1,189.2% | +112.0% |
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 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