+171.1%
SLV vs RBA
+224.6%
-53.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.1% |
| 7D | +5.1% | +4.3% | +0.8% | +4.5% |
| 30D | -12.9% | +16.3% | -29.2% | -14.8% |
| 3M | -16.1% | +1.3% | -17.4% | -16.4% |
| 6M | -33.2% | -11.1% | -22.1% | -32.5% |
| YTD | -27.2% | -8.5% | -18.8% | -26.7% |
| 1Y | +7.6% | -2.1% | +9.7% | +7.5% |
| 3Y | +122.3% | +44.6% | +77.8% | +109.2% |
| 5Y | +109.7% | +36.8% | +72.9% | +97.4% |
| All | +171.1% | +224.6% | -53.5% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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