+164.7%
SLV vs FTI
+178.7%
-14.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.6% |
| 7D | +3.7% | -3.3% | +6.9% | +4.0% |
| 30D | -15.2% | -7.2% | -7.9% | -14.5% |
| 3M | -21.8% | -12.9% | -8.9% | -20.6% |
| 6M | -36.3% | -7.9% | -28.5% | -35.8% |
| YTD | -27.8% | +45.2% | -73.0% | -30.9% |
| 1Y | +1.5% | +48.1% | -46.6% | -3.0% |
| 3Y | +128.5% | +205.0% | -76.5% | +100.6% |
| 5Y | +103.2% | +838.8% | -735.6% | +56.8% |
| 10Y | +164.7% | +174.8% | -10.1% | +105.2% |
| All | +164.7% | +178.7% | -14.0% | +105.2% |
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