+122.6%
SLV vs FGI
+2.3%
+120.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.7% | -11.6% | +10.8% | -0.7% |
| 30D | -15.4% | -3.3% | -12.1% | -15.4% |
| 3M | -16.3% | +65.6% | -81.9% | -16.9% |
| 6M | -28.8% | -2.8% | -26.0% | -29.1% |
| YTD | -27.1% | +30.1% | -57.3% | -28.2% |
| 1Y | +7.5% | +50.2% | -42.6% | +5.8% |
| All | +122.6% | +2.3% | +120.3% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling