+236.5%
SLV vs HRB
+365.9%
-129.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.5% | -3.4% |
| 7D | +3.7% | -4.0% | +7.7% | +3.7% |
| 30D | -15.2% | +15.8% | -30.9% | -15.4% |
| 3M | -21.8% | +12.0% | -33.8% | -22.0% |
| 6M | -36.3% | +40.7% | -77.1% | -36.9% |
| YTD | -27.8% | +21.0% | -48.8% | -28.2% |
| 1Y | +1.5% | +11.7% | -10.1% | +1.2% |
| 3Y | +128.5% | +25.0% | +103.6% | +126.4% |
| 5Y | +103.2% | +141.0% | -37.8% | +95.8% |
| 10Y | +164.7% | +241.3% | -76.6% | +148.1% |
| All | +236.5% | +365.9% | -129.4% | +200.6% |
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 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