+161.5%
SLV vs IFF
-36.2%
+197.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.2% |
| 7D | -5.0% | -2.8% | -2.2% | -4.4% |
| 30D | -1.8% | -1.1% | -0.7% | -1.6% |
| 3M | -0.3% | +13.8% | -14.1% | -3.2% |
| 6M | -28.2% | +16.7% | -44.9% | -30.9% |
| YTD | -10.7% | +26.1% | -36.9% | -15.4% |
| 1Y | +53.7% | +33.5% | +20.2% | +43.9% |
| 3Y | +173.7% | +31.6% | +142.1% | +156.4% |
| 5Y | +161.5% | -34.9% | +196.4% | +164.2% |
| All | +161.5% | -36.2% | +197.7% | +164.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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