+183.2%
SLV vs FIX
+3,814.3%
-3,631.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.0% | -4.7% | -0.3% |
| 7D | -1.1% | +6.4% | -7.5% | -2.0% |
| 30D | -14.2% | -29.1% | +14.9% | -10.9% |
| 3M | -20.3% | -31.1% | +10.8% | -17.1% |
| 6M | -40.2% | -42.8% | +2.6% | -36.6% |
| YTD | -27.6% | +24.6% | -52.2% | -29.2% |
| 1Y | +0.4% | +21.9% | -21.5% | -1.8% |
| 3Y | +129.4% | +524.9% | -395.6% | +87.3% |
| 5Y | +99.8% | +1,092.2% | -992.4% | +51.8% |
| 10Y | +183.2% | +3,759.0% | -3,575.8% | +98.7% |
| All | +183.2% | +3,814.3% | -3,631.0% | +98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling