+112.9%
SLV vs FGI
-70.6%
+183.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.1% |
| 7D | +5.1% | -7.0% | +12.0% | +5.1% |
| 30D | -12.9% | -4.2% | -8.7% | -12.9% |
| 3M | -16.1% | +55.6% | -71.7% | -16.9% |
| 6M | -33.2% | -3.2% | -30.0% | -33.6% |
| YTD | -27.2% | +29.1% | -56.4% | -28.5% |
| 1Y | +7.6% | +51.0% | -43.4% | +5.4% |
| 3Y | +122.3% | +1.5% | +120.8% | +114.4% |
| All | +112.9% | -70.6% | +183.4% | +108.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling