+171.1%
SLV vs ALLE
+222.4%
-51.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | +5.1% | -0.6% | +5.7% | +5.2% |
| 30D | -12.9% | +25.3% | -38.3% | -15.8% |
| 3M | -16.1% | +10.3% | -26.4% | -17.4% |
| 6M | -33.2% | +38.0% | -71.2% | -36.5% |
| YTD | -27.2% | +17.8% | -45.0% | -29.3% |
| 1Y | +7.6% | +13.6% | -6.0% | +5.1% |
| 3Y | +122.3% | +89.2% | +33.1% | +100.6% |
| 5Y | +109.7% | +51.1% | +58.6% | +92.7% |
| All | +171.1% | +222.4% | -51.4% | +131.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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