+239.3%
SLV vs GEN
+413.8%
-174.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.2% |
| 7D | +5.1% | +2.3% | +2.8% | +4.9% |
| 30D | -12.9% | +33.1% | -46.0% | -15.8% |
| 3M | -16.1% | +6.5% | -22.6% | -17.0% |
| 6M | -33.2% | +53.8% | -87.0% | -36.7% |
| YTD | -27.2% | +11.2% | -38.5% | -28.7% |
| 1Y | +7.6% | +19.4% | -11.8% | +4.6% |
| 3Y | +122.3% | +81.0% | +41.3% | +104.6% |
| 5Y | +109.7% | +33.4% | +76.3% | +97.5% |
| 10Y | +168.4% | +164.3% | +4.2% | +127.7% |
| All | +239.3% | +413.8% | -174.5% | +118.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling