+171.1%
SLV vs FN
+753.0%
-581.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.7% | -11.8% | -1.2% |
| 7D | +5.1% | 0.0% | +5.1% | +4.7% |
| 30D | -12.9% | -34.3% | +21.4% | -9.7% |
| 3M | -16.1% | -39.9% | +23.8% | -12.6% |
| 6M | -33.2% | -51.8% | +18.7% | -29.4% |
| YTD | -27.2% | -28.1% | +0.9% | -26.0% |
| 1Y | +7.6% | -29.1% | +36.7% | +9.3% |
| 3Y | +122.3% | +102.4% | +19.9% | +105.0% |
| 5Y | +109.7% | +171.7% | -61.9% | +87.5% |
| All | +171.1% | +753.0% | -581.9% | +131.9% |
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