+167.8%
SLV vs AEM
+297.7%
-129.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.7% | +0.2% |
| 7D | +2.5% | +4.3% | -1.8% | -0.4% |
| 30D | +3.3% | +13.1% | -9.9% | -5.4% |
| 3M | -3.6% | +24.8% | -28.4% | -17.5% |
| 6M | -21.8% | -8.2% | -13.6% | -17.9% |
| YTD | -7.8% | +19.8% | -27.7% | -14.1% |
| 1Y | +58.3% | +32.1% | +26.2% | +40.3% |
| 3Y | +182.6% | +348.2% | -165.6% | +28.5% |
| 5Y | +167.8% | +297.5% | -129.7% | +24.0% |
| All | +167.8% | +297.7% | -129.9% | +24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling