+214.0%
SLV vs FIX
+5,813.3%
-5,599.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.4% |
| 7D | -0.3% | +6.0% | -6.4% | -1.0% |
| 30D | +6.7% | -7.2% | +13.9% | +7.6% |
| 3M | -10.7% | -15.9% | +5.2% | -9.2% |
| 6M | -20.6% | +12.7% | -33.3% | -21.9% |
| YTD | -7.1% | +72.8% | -79.9% | -12.2% |
| 1Y | +62.0% | +122.9% | -60.9% | +49.3% |
| 3Y | +169.8% | +774.3% | -604.5% | +114.2% |
| 5Y | +161.5% | +2,049.5% | -1,888.0% | +89.8% |
| All | +214.0% | +5,813.3% | -5,599.3% | +117.0% |
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