+128.5%
SLV vs HRB
+29.4%
+99.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.5% | -3.4% |
| 7D | +3.7% | -4.0% | +7.7% | +3.3% |
| 30D | -15.2% | +15.8% | -30.9% | -14.0% |
| 3M | -21.8% | +12.0% | -33.8% | -20.7% |
| 6M | -36.3% | +40.7% | -77.1% | -34.0% |
| YTD | -27.8% | +21.0% | -48.8% | -25.3% |
| 1Y | +1.5% | +11.7% | -10.1% | +5.3% |
| 3Y | +128.5% | +25.0% | +103.6% | +136.1% |
| All | +128.5% | +29.4% | +99.1% | +136.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling