+183.2%
SLV vs HRB
+243.1%
-59.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.1% | -8.1% | +7.0% | -1.1% |
| 30D | -14.2% | +15.0% | -29.2% | -14.2% |
| 3M | -20.3% | +10.2% | -30.6% | -20.3% |
| 6M | -40.2% | +44.2% | -84.4% | -40.3% |
| YTD | -27.6% | +21.0% | -48.5% | -27.5% |
| 1Y | +0.4% | +12.0% | -11.6% | +0.8% |
| 3Y | +129.4% | +24.9% | +104.4% | +128.8% |
| 5Y | +99.8% | +144.6% | -44.8% | +94.2% |
| 10Y | +183.2% | +229.4% | -46.2% | +173.7% |
| All | +183.2% | +243.1% | -59.8% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling