+219.9%
SLV vs NRG
+1,083.9%
-864.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.9% |
| 7D | -2.8% | -4.7% | +1.8% | -2.3% |
| 30D | -1.6% | -6.0% | +4.4% | -0.9% |
| 3M | -4.4% | -8.0% | +3.5% | -4.0% |
| 6M | -25.4% | -23.2% | -2.2% | -23.5% |
| YTD | -9.8% | -28.1% | +18.3% | -6.8% |
| 1Y | +53.8% | -27.3% | +81.1% | +58.5% |
| 3Y | +174.7% | +208.7% | -34.0% | +138.6% |
| 5Y | +164.3% | +197.7% | -33.3% | +128.9% |
| All | +219.9% | +1,083.9% | -864.1% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 10y: compounded portfolio wealth divided by compounded NRG 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…
10y analysis · Full analysis span regression · 6 months rolling