+106.9%
SLV vs GEN
+32.5%
+74.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.1% |
| 7D | +5.1% | +2.3% | +2.8% | +4.9% |
| 30D | -12.9% | +33.1% | -46.0% | -15.6% |
| 3M | -16.1% | +6.5% | -22.6% | -16.8% |
| 6M | -33.2% | +53.8% | -87.0% | -36.8% |
| YTD | -27.2% | +11.2% | -38.5% | -28.7% |
| 1Y | +7.6% | +19.4% | -11.8% | +4.7% |
| 3Y | +122.3% | +81.0% | +41.3% | +103.9% |
| All | +106.9% | +32.5% | +74.4% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling