+132.6%
RTX vs SLV
+107.9%
+24.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -5.1% | +5.1% | -10.2% | -5.4% |
| 30D | +5.1% | -12.9% | +18.1% | +5.9% |
| 3M | -14.8% | -16.1% | +1.3% | -14.1% |
| 6M | +8.0% | -33.2% | +41.2% | +10.5% |
| YTD | +4.5% | -27.2% | +31.7% | +4.3% |
| 1Y | +9.8% | +7.6% | +2.2% | +5.9% |
| 3Y | +144.2% | +122.3% | +21.8% | +113.0% |
| All | +132.6% | +107.9% | +24.7% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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