+182.0%
SLV vs FIX
+3,612.7%
-3,430.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -2.9% |
| 7D | -3.9% | +16.9% | -20.8% | -5.7% |
| 30D | -15.6% | -30.6% | +15.0% | -12.2% |
| 3M | -23.6% | -35.1% | +11.5% | -19.9% |
| 6M | -42.6% | -44.0% | +1.4% | -39.0% |
| YTD | -30.0% | +21.0% | -51.0% | -31.3% |
| 1Y | -6.6% | +16.2% | -22.8% | -8.2% |
| 3Y | +121.8% | +506.9% | -385.0% | +81.7% |
| 5Y | +92.7% | +1,051.1% | -958.4% | +46.8% |
| All | +182.0% | +3,612.7% | -3,430.7% | +97.5% |
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