+183.2%
SLV vs FIVE
+535.9%
-352.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | -14.2% | +17.4% | -31.6% | -15.6% |
| 3M | -20.3% | +7.0% | -27.4% | -21.0% |
| 6M | -40.2% | +20.5% | -60.7% | -41.6% |
| YTD | -27.6% | +33.1% | -60.7% | -30.1% |
| 1Y | +0.4% | +67.1% | -66.7% | -5.4% |
| 3Y | +129.4% | +41.9% | +87.4% | +112.8% |
| 5Y | +99.8% | +21.1% | +78.7% | +85.0% |
| 10Y | +183.2% | +518.8% | -335.6% | +120.7% |
| All | +183.2% | +535.9% | -352.7% | +120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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