+122.6%
SLV vs FN
+80.0%
+42.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -14.2% | +13.8% | +1.3% |
| 7D | -0.7% | -16.0% | +15.2% | +1.1% |
| 30D | -15.4% | -40.1% | +24.7% | -10.1% |
| 3M | -16.3% | -43.9% | +27.6% | -10.8% |
| 6M | -28.8% | -55.6% | +26.8% | -22.5% |
| YTD | -27.1% | -35.7% | +8.5% | -24.3% |
| 1Y | +7.5% | -39.8% | +47.3% | +12.2% |
| All | +122.6% | +80.0% | +42.6% | +109.7% |
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