+184.2%
SLV vs FND
-48.3%
+232.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.5% |
| 7D | -0.3% | -5.2% | +4.9% | +0.4% |
| 30D | +6.7% | -19.9% | +26.6% | +10.1% |
| 3M | -10.7% | +2.7% | -13.4% | -11.7% |
| 6M | -20.6% | -21.7% | +1.1% | -18.8% |
| YTD | -7.1% | -17.5% | +10.4% | -5.4% |
| 1Y | +62.0% | -39.3% | +101.3% | +69.1% |
| All | +184.2% | -48.3% | +232.5% | +185.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling