+165.7%
SLV vs FLEX
+657.3%
-491.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.5% |
| 7D | -0.3% | -0.9% | +0.6% | -0.2% |
| 30D | +6.7% | -10.1% | +16.8% | +8.6% |
| 3M | -10.7% | -31.3% | +20.7% | -5.5% |
| 6M | -20.6% | +71.3% | -91.9% | -29.1% |
| YTD | -7.1% | +81.2% | -88.4% | -17.7% |
| 1Y | +62.0% | +98.5% | -36.5% | +41.2% |
| 3Y | +169.8% | +428.2% | -258.4% | +102.9% |
| All | +165.7% | +657.3% | -491.5% | +87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling