+116.0%
SLV vs FTV
+39.2%
+76.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -5.8% | +3.9% | -9.7% | -6.8% |
| 30D | -12.1% | +18.7% | -30.8% | -15.9% |
| 3M | -24.1% | +10.0% | -34.1% | -26.1% |
| 6M | -44.4% | +14.6% | -58.9% | -46.4% |
| YTD | -31.5% | +23.4% | -54.9% | -35.6% |
| 1Y | -6.9% | +31.3% | -38.2% | -13.8% |
| 3Y | +116.0% | +39.8% | +76.2% | +86.1% |
| All | +116.0% | +39.2% | +76.8% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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