+235.3%
SLV vs FTI
+297.7%
-62.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.3% |
| 7D | +2.8% | -2.3% | +5.1% | +3.1% |
| 30D | +2.2% | +5.0% | -2.8% | +1.6% |
| 3M | +2.9% | +13.8% | -10.9% | +1.3% |
| 6M | -22.4% | +22.9% | -45.3% | -24.4% |
| YTD | -5.7% | +75.0% | -80.7% | -11.5% |
| 1Y | +63.3% | +96.9% | -33.6% | +51.2% |
| 3Y | +189.0% | +276.7% | -87.7% | +147.8% |
| 5Y | +172.7% | +1,157.0% | -984.4% | +104.2% |
| 10Y | +235.3% | +310.7% | -75.4% | +145.7% |
| All | +235.3% | +297.7% | -62.4% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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