+175.8%
SLV vs FN
+700.1%
-524.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.3% | +5.1% | -1.5% |
| 7D | -5.8% | +0.3% | -6.1% | -5.9% |
| 30D | -12.1% | -16.5% | +4.4% | -11.0% |
| 3M | -24.1% | -42.1% | +18.0% | -20.6% |
| 6M | -44.4% | -52.9% | +8.5% | -41.1% |
| YTD | -31.5% | -28.0% | -3.5% | -30.4% |
| 1Y | -6.9% | -18.5% | +11.6% | -6.5% |
| 3Y | +116.0% | +93.9% | +22.1% | +99.2% |
| 5Y | +88.4% | +170.5% | -82.1% | +67.7% |
| All | +175.8% | +700.1% | -524.3% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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