+10.3%
SLV vs FIX
+14.3%
-3.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -15.1% | +20.3% | +9.3% |
| 7D | -3.9% | -18.9% | +15.0% | +1.4% |
| 30D | -14.5% | -36.3% | +21.8% | -2.6% |
| 3M | -12.4% | -38.5% | +26.1% | +0.4% |
| 6M | -28.5% | -42.3% | +13.8% | -17.4% |
| YTD | -26.8% | +17.1% | -43.9% | -31.2% |
| 1Y | +10.3% | +14.4% | -4.1% | +4.3% |
| All | +10.3% | +14.3% | -3.9% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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