+122.3%
SLV vs FN
+101.0%
+21.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.7% | -11.8% | -1.6% |
| 7D | +5.1% | 0.0% | +5.1% | +4.5% |
| 30D | -12.9% | -34.3% | +21.4% | -8.6% |
| 3M | -16.1% | -39.9% | +23.8% | -11.4% |
| 6M | -33.2% | -51.8% | +18.7% | -28.1% |
| YTD | -27.2% | -28.1% | +0.9% | -25.5% |
| 1Y | +7.6% | -29.1% | +36.7% | +10.2% |
| 3Y | +122.3% | +102.4% | +19.9% | +106.4% |
| All | +122.3% | +101.0% | +21.3% | +106.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling