+10.3%
SLV vs FIS
-50.5%
+60.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -23.7% | +28.8% | +0.5% |
| 7D | -3.9% | -18.4% | +14.5% | -6.9% |
| 30D | -14.5% | -11.4% | -3.1% | -15.9% |
| 3M | -12.4% | -32.0% | +19.6% | -17.5% |
| 6M | -28.5% | -35.6% | +7.1% | -33.3% |
| YTD | -26.8% | -53.8% | +27.0% | -34.5% |
| 1Y | +10.3% | -51.1% | +61.4% | -4.1% |
| All | +10.3% | -50.5% | +60.9% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 1y: compounded portfolio wealth divided by compounded FIS 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…
1y analysis · Full analysis span regression · 6 months rolling