+172.7%
SLV vs HRB
+104.8%
+67.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.2% |
| 7D | +2.8% | -10.6% | +13.4% | +2.4% |
| 30D | +2.2% | -0.8% | +3.0% | +2.3% |
| 3M | +2.9% | +19.1% | -16.2% | +3.8% |
| 6M | -22.4% | +48.7% | -71.1% | -21.5% |
| YTD | -5.7% | +7.1% | -12.8% | -4.5% |
| 1Y | +63.3% | -8.3% | +71.6% | +66.2% |
| 3Y | +189.0% | +25.8% | +163.2% | +189.8% |
| 5Y | +172.7% | +111.1% | +61.6% | +168.6% |
| All | +172.7% | +104.8% | +67.8% | +168.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling