+175.9%
SLV vs FFIV
+132.4%
+43.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.3% |
| 7D | +5.6% | -2.1% | +7.7% | +6.0% |
| 30D | -12.1% | -33.8% | +21.7% | -6.0% |
| 3M | -16.3% | -20.6% | +4.3% | -13.3% |
| 6M | -34.1% | -10.2% | -23.8% | -33.2% |
| YTD | -25.3% | +24.5% | -49.8% | -28.4% |
| 1Y | +9.6% | +29.3% | -19.7% | +4.5% |
| 3Y | +132.7% | +103.8% | +28.9% | +105.0% |
| 5Y | +113.7% | +40.9% | +72.8% | +94.0% |
| 10Y | +175.9% | +126.6% | +49.3% | +135.7% |
| All | +175.9% | +132.4% | +43.5% | +135.7% |
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