+164.7%
SLV vs ALLE
+217.2%
-52.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.4% |
| 7D | +3.7% | +0.1% | +3.6% | +3.7% |
| 30D | -15.2% | +25.9% | -41.1% | -18.0% |
| 3M | -21.8% | +14.9% | -36.6% | -23.4% |
| 6M | -36.3% | +42.1% | -78.4% | -39.7% |
| YTD | -27.8% | +20.4% | -48.2% | -30.1% |
| 1Y | +1.5% | +14.9% | -13.3% | -1.0% |
| 3Y | +128.5% | +90.1% | +38.4% | +106.0% |
| 5Y | +103.2% | +53.0% | +50.3% | +86.5% |
| 10Y | +164.7% | +208.8% | -44.1% | +127.6% |
| All | +164.7% | +217.2% | -52.5% | +127.6% |
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