+333.1%
SLV vs HRB
+348.3%
-15.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -1.1% |
| 7D | -0.3% | -5.7% | +5.3% | -0.2% |
| 30D | +6.7% | +7.9% | -1.2% | +6.5% |
| 3M | -10.7% | +32.1% | -42.8% | -11.3% |
| 6M | -20.6% | +62.2% | -82.8% | -21.7% |
| YTD | -7.1% | +16.4% | -23.5% | -7.5% |
| 1Y | +62.0% | -0.3% | +62.3% | +62.1% |
| 3Y | +169.8% | +36.0% | +133.8% | +166.3% |
| 5Y | +161.5% | +125.2% | +36.2% | +152.4% |
| 10Y | +224.4% | +237.7% | -13.3% | +204.0% |
| All | +333.1% | +348.3% | -15.2% | +287.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling