+165.7%
SLV vs ALLE
+13.7%
+152.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | -0.3% | -0.2% | -0.1% | -0.3% |
| 30D | +6.7% | -6.8% | +13.5% | +7.9% |
| 3M | -10.7% | +21.0% | -31.7% | -13.7% |
| 6M | -20.6% | +1.1% | -21.7% | -21.1% |
| YTD | -7.1% | -0.5% | -6.6% | -7.5% |
| 1Y | +62.0% | -7.3% | +69.2% | +62.7% |
| 3Y | +169.8% | +42.3% | +127.6% | +152.5% |
| All | +165.7% | +13.7% | +152.0% | +139.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling