+172.7%
SLV vs FOXA
+87.1%
+85.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.1% | +4.4% | +2.5% |
| 7D | +2.8% | -5.4% | +8.2% | +3.4% |
| 30D | +2.2% | +1.1% | +1.1% | +2.0% |
| 3M | +2.9% | -6.1% | +9.0% | +3.3% |
| 6M | -22.4% | +8.2% | -30.7% | -23.7% |
| YTD | -5.7% | -11.8% | +6.0% | -5.0% |
| 1Y | +63.3% | +9.9% | +53.4% | +60.1% |
| 3Y | +189.0% | +110.7% | +78.3% | +159.1% |
| 5Y | +172.7% | +86.9% | +85.7% | +145.1% |
| All | +172.7% | +87.1% | +85.5% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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