+1.5%
SLV vs GEN
+18.5%
-16.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.2% | -3.5% |
| 7D | +3.7% | +1.0% | +2.6% | +3.6% |
| 30D | -15.2% | +29.1% | -44.2% | -17.0% |
| 3M | -21.8% | +2.9% | -24.7% | -21.5% |
| 6M | -36.3% | +33.6% | -70.0% | -38.9% |
| YTD | -27.8% | +12.0% | -39.9% | -28.1% |
| 1Y | +1.5% | +16.2% | -14.7% | +1.8% |
| All | +1.5% | +18.5% | -16.9% | +1.8% |
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