+221.3%
SLV vs FFIV
+224.7%
-3.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.3% | -1.0% | +0.6% | -0.2% |
| 30D | +6.7% | -5.1% | +11.8% | +7.6% |
| 3M | -10.7% | -4.5% | -6.2% | -10.1% |
| 6M | -20.6% | +36.5% | -57.1% | -24.9% |
| YTD | -7.1% | +53.0% | -60.1% | -13.6% |
| 1Y | +62.0% | +24.2% | +37.8% | +54.9% |
| 3Y | +169.8% | +137.2% | +32.6% | +132.8% |
| 5Y | +161.5% | +91.8% | +69.7% | +127.8% |
| All | +221.3% | +224.7% | -3.4% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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