+10.3%
SLV vs GEN
+20.2%
-9.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.0% | +1.2% | +4.9% |
| 7D | -3.9% | +26.9% | -30.7% | -5.7% |
| 30D | -14.5% | +38.6% | -53.1% | -17.1% |
| 3M | -12.4% | +9.7% | -22.2% | -12.8% |
| 6M | -28.5% | +58.9% | -87.4% | -33.9% |
| YTD | -26.8% | +15.3% | -42.1% | -26.5% |
| 1Y | +10.3% | +21.8% | -11.4% | +11.2% |
| All | +10.3% | +20.2% | -9.8% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling