+63.3%
SLV vs HRB
-9.2%
+72.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.0% |
| 7D | +2.8% | -10.6% | +13.4% | +0.8% |
| 30D | +2.2% | -0.8% | +3.0% | +2.6% |
| 3M | +2.9% | +19.1% | -16.2% | +8.2% |
| 6M | -22.4% | +48.7% | -71.1% | -15.1% |
| YTD | -5.7% | +7.1% | -12.8% | -9.1% |
| 1Y | +63.3% | -8.3% | +71.6% | +47.2% |
| All | +63.3% | -9.2% | +72.5% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling