+175.8%
SLV vs ALLE
+211.7%
-35.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.3% |
| 7D | -5.8% | +3.6% | -9.4% | -6.3% |
| 30D | -12.1% | +25.9% | -38.0% | -15.1% |
| 3M | -24.1% | +15.8% | -39.9% | -25.8% |
| 6M | -44.4% | +48.1% | -92.5% | -47.7% |
| YTD | -31.5% | +22.0% | -53.5% | -33.8% |
| 1Y | -6.9% | +18.0% | -25.0% | -9.6% |
| 3Y | +116.0% | +93.1% | +22.9% | +94.4% |
| 5Y | +88.4% | +52.1% | +36.4% | +73.0% |
| All | +175.8% | +211.7% | -35.9% | +137.6% |
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