+219.9%
SLV vs HRB
+209.1%
+10.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +1.1% |
| 7D | -2.8% | -8.0% | +5.2% | -2.8% |
| 30D | -1.6% | -16.0% | +14.4% | -1.5% |
| 3M | -4.4% | +26.9% | -31.3% | -4.5% |
| 6M | -25.4% | +51.1% | -76.5% | -25.8% |
| YTD | -9.8% | +7.1% | -16.8% | -9.6% |
| 1Y | +53.8% | -9.6% | +63.4% | +54.9% |
| 3Y | +174.7% | +25.4% | +149.3% | +172.9% |
| 5Y | +164.3% | +114.9% | +49.4% | +157.3% |
| All | +219.9% | +209.1% | +10.7% | +204.4% |
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