+236.5%
SLV vs RBA
+697.6%
-461.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.5% |
| 7D | +3.7% | +3.2% | +0.4% | +3.2% |
| 30D | -15.2% | +12.0% | -27.2% | -16.6% |
| 3M | -21.8% | +2.9% | -24.7% | -22.2% |
| 6M | -36.3% | -6.3% | -30.1% | -36.1% |
| YTD | -27.8% | -5.9% | -22.0% | -27.6% |
| 1Y | +1.5% | -3.9% | +5.4% | +1.5% |
| 3Y | +128.5% | +64.9% | +63.6% | +110.3% |
| 5Y | +103.2% | +48.5% | +54.8% | +87.1% |
| 10Y | +164.7% | +211.8% | -47.1% | +113.2% |
| All | +236.5% | +697.6% | -461.0% | +99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling