+106.9%
SLV vs FE
+42.2%
+64.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.2% |
| 7D | +5.1% | -1.0% | +6.1% | +5.4% |
| 30D | -12.9% | +4.1% | -17.1% | -13.8% |
| 3M | -16.1% | -1.0% | -15.1% | -16.0% |
| 6M | -33.2% | +4.0% | -37.2% | -34.0% |
| YTD | -27.2% | +6.8% | -34.1% | -28.7% |
| 1Y | +7.6% | +5.3% | +2.3% | +5.9% |
| 3Y | +122.3% | +44.6% | +77.8% | +96.0% |
| All | +106.9% | +42.2% | +64.7% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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