+122.3%
SLV vs RGEN
+15.5%
+106.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.6% |
| 7D | +5.1% | -1.9% | +7.0% | +5.4% |
| 30D | -12.9% | +3.7% | -16.7% | -13.5% |
| 3M | -16.1% | +8.8% | -24.9% | -17.4% |
| 6M | -33.2% | +38.0% | -71.1% | -36.9% |
| YTD | -27.2% | +5.9% | -33.1% | -28.7% |
| 1Y | +7.6% | +19.7% | -12.0% | +4.1% |
| 3Y | +122.3% | +20.5% | +101.8% | +109.0% |
| All | +122.3% | +15.5% | +106.8% | +109.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling