+165.7%
SLV vs FE
+45.0%
+120.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -0.3% | +1.9% | -2.3% | -0.8% |
| 30D | +6.7% | -1.2% | +7.9% | +7.0% |
| 3M | -10.7% | +3.5% | -14.2% | -11.7% |
| 6M | -20.6% | -6.1% | -14.5% | -19.4% |
| YTD | -7.1% | +7.6% | -14.8% | -9.1% |
| 1Y | +62.0% | +11.9% | +50.1% | +56.8% |
| 3Y | +169.8% | +48.4% | +121.4% | +135.8% |
| All | +165.7% | +45.0% | +120.8% | +130.7% |
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