+184.7%
SLV vs AEM
+356.1%
-171.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.3% |
| 7D | -0.3% | -0.5% | +0.2% | 0.0% |
| 30D | +6.7% | +24.0% | -17.3% | -10.5% |
| 3M | -10.7% | +16.1% | -26.8% | -21.3% |
| 6M | -20.6% | -11.6% | -9.0% | -13.7% |
| YTD | -7.1% | +21.5% | -28.7% | -14.9% |
| 1Y | +62.0% | +39.2% | +22.8% | +37.7% |
| All | +184.7% | +356.1% | -171.3% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 3y: compounded portfolio wealth divided by compounded AEM 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…
3y analysis · Full analysis span regression · 6 months rolling