+132.7%
SLV vs FGI
0.0%
+132.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.9% | +0.8% | +2.7% |
| 7D | +5.6% | -1.4% | +7.0% | +5.6% |
| 30D | -12.1% | -3.2% | -8.9% | -12.1% |
| 3M | -16.3% | +64.1% | -80.4% | -16.9% |
| 6M | -34.1% | +17.2% | -51.3% | -34.4% |
| YTD | -25.3% | +31.6% | -56.9% | -26.4% |
| 1Y | +9.6% | +45.1% | -35.5% | +7.9% |
| 3Y | +132.7% | -2.0% | +134.6% | +129.9% |
| All | +132.7% | 0.0% | +132.7% | +129.9% |
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