+339.6%
SLV vs NRG
+552.3%
-212.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.6% | +5.8% | +2.8% |
| 7D | +2.8% | +3.9% | -1.1% | +2.2% |
| 30D | +2.2% | -3.0% | +5.2% | +2.5% |
| 3M | +2.9% | -10.9% | +13.8% | +4.0% |
| 6M | -22.4% | -25.3% | +2.9% | -19.7% |
| YTD | -5.7% | -26.8% | +21.1% | -2.3% |
| 1Y | +63.3% | -23.3% | +86.6% | +67.8% |
| 3Y | +189.0% | +208.6% | -19.6% | +138.0% |
| 5Y | +172.7% | +194.1% | -21.5% | +123.1% |
| 10Y | +235.3% | +1,123.6% | -888.3% | +110.1% |
| All | +339.6% | +552.3% | -212.7% | +202.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling