+175.8%
SLV vs RGEN
+415.2%
-239.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.3% |
| 7D | -5.8% | -3.3% | -2.6% | -5.5% |
| 30D | -12.1% | -5.8% | -6.3% | -11.6% |
| 3M | -24.1% | +0.2% | -24.3% | -24.3% |
| 6M | -44.4% | +56.8% | -101.2% | -47.1% |
| YTD | -31.5% | +2.4% | -33.9% | -32.1% |
| 1Y | -6.9% | +11.4% | -18.4% | -8.4% |
| 3Y | +116.0% | +15.2% | +100.8% | +108.5% |
| 5Y | +88.4% | -35.1% | +123.5% | +86.7% |
| All | +175.8% | +415.2% | -239.4% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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