+167.8%
SLV vs FND
-61.9%
+229.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.6% | +3.8% | -0.2% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | +3.3% | -23.6% | +26.8% | +6.6% |
| 3M | -3.6% | +4.3% | -7.9% | -4.7% |
| 6M | -21.8% | -20.3% | -1.5% | -20.3% |
| YTD | -7.8% | -21.3% | +13.5% | -5.8% |
| 1Y | +58.3% | -45.4% | +103.6% | +66.9% |
| 3Y | +182.6% | -48.9% | +231.4% | +195.9% |
| 5Y | +167.8% | -61.0% | +228.8% | +174.0% |
| All | +167.8% | -61.9% | +229.6% | +174.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling