+165.7%
SLV vs GEN
+24.6%
+141.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.9% |
| 7D | -0.3% | -1.2% | +0.9% | -0.2% |
| 30D | +6.7% | +10.1% | -3.5% | +5.4% |
| 3M | -10.7% | +16.1% | -26.8% | -12.4% |
| 6M | -20.6% | +38.9% | -59.5% | -24.0% |
| YTD | -7.1% | +14.4% | -21.6% | -9.2% |
| 1Y | +62.0% | +5.9% | +56.1% | +59.7% |
| 3Y | +169.8% | +58.8% | +111.0% | +151.5% |
| All | +165.7% | +24.6% | +141.1% | +145.6% |
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