+226.7%
SLV vs HRB
+363.6%
-136.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.3% |
| 7D | -3.9% | -7.8% | +3.9% | -3.7% |
| 30D | -15.6% | +15.7% | -31.4% | -15.9% |
| 3M | -23.6% | -5.5% | -18.1% | -23.5% |
| 6M | -42.6% | +41.1% | -83.7% | -43.1% |
| YTD | -30.0% | +20.4% | -50.3% | -30.3% |
| 1Y | -6.6% | +15.2% | -21.9% | -7.0% |
| 3Y | +121.8% | +24.3% | +97.5% | +119.8% |
| 5Y | +92.7% | +144.7% | -52.0% | +85.5% |
| 10Y | +174.0% | +227.8% | -53.8% | +157.2% |
| All | +226.7% | +363.6% | -136.9% | +191.8% |
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