+116.0%
SLV vs GEN
+67.9%
+48.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.4% |
| 7D | -5.8% | +2.0% | -7.9% | -6.0% |
| 30D | -12.1% | +27.7% | -39.9% | -14.2% |
| 3M | -24.1% | +3.3% | -27.4% | -24.3% |
| 6M | -44.4% | +31.8% | -76.2% | -46.3% |
| YTD | -31.5% | +13.5% | -45.0% | -33.0% |
| 1Y | -6.9% | +16.0% | -23.0% | -9.1% |
| 3Y | +116.0% | +70.6% | +45.4% | +72.4% |
| All | +116.0% | +67.9% | +48.1% | +72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling