+164.3%
SLV vs NRG
+194.8%
-30.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.8% |
| 7D | -2.8% | -4.7% | +1.8% | -2.1% |
| 30D | -1.6% | -6.0% | +4.4% | -0.8% |
| 3M | -4.4% | -8.0% | +3.5% | -3.9% |
| 6M | -25.4% | -23.2% | -2.2% | -23.1% |
| YTD | -9.8% | -28.1% | +18.3% | -6.2% |
| 1Y | +53.8% | -27.3% | +81.1% | +59.4% |
| 3Y | +174.7% | +208.7% | -34.0% | +132.3% |
| All | +164.3% | +194.8% | -30.5% | +131.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling