+270.9%
SLV vs FND
+57.3%
+213.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.4% |
| 7D | +2.8% | -0.8% | +3.6% | +2.9% |
| 30D | +2.2% | -19.6% | +21.8% | +4.6% |
| 3M | +2.9% | -4.3% | +7.2% | +3.0% |
| 6M | -22.4% | -20.4% | -2.0% | -21.0% |
| YTD | -5.7% | -21.9% | +16.1% | -3.7% |
| 1Y | +63.3% | -45.2% | +108.5% | +72.0% |
| 3Y | +189.0% | -49.2% | +238.2% | +202.2% |
| 5Y | +172.7% | -61.8% | +234.5% | +186.3% |
| All | +270.9% | +57.3% | +213.6% | +263.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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