+126.5%
SLV vs FND
-36.1%
+162.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +5.1% | +7.7% | -2.6% | +3.8% |
| 30D | -12.9% | +11.9% | -24.8% | -14.7% |
| 3M | -16.1% | -14.6% | -1.5% | -14.3% |
| 6M | -33.2% | +0.5% | -33.6% | -34.0% |
| YTD | -27.2% | -15.8% | -11.4% | -26.2% |
| 1Y | +7.6% | -12.9% | +20.6% | +8.8% |
| All | +126.5% | -36.1% | +162.6% | +118.2% |
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