+218.9%
SLV vs RGEN
+406.9%
-188.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.8% |
| 7D | +2.5% | -0.9% | +3.4% | +2.6% |
| 30D | +3.3% | +2.8% | +0.4% | +3.0% |
| 3M | -3.6% | +34.5% | -38.1% | -6.6% |
| 6M | -21.8% | +40.5% | -62.3% | -24.8% |
| YTD | -7.8% | +2.8% | -10.7% | -8.5% |
| 1Y | +58.3% | +39.6% | +18.7% | +52.9% |
| 3Y | +182.6% | +4.4% | +178.2% | +174.8% |
| 5Y | +167.8% | -42.8% | +210.5% | +167.9% |
| 10Y | +218.9% | +406.7% | -187.9% | +189.9% |
| All | +218.9% | +406.9% | -188.0% | +189.9% |
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