+106.9%
SLV vs RGEN
-35.1%
+142.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.5% |
| 7D | +5.1% | -1.9% | +7.0% | +5.3% |
| 30D | -12.9% | +3.7% | -16.7% | -13.3% |
| 3M | -16.1% | +8.8% | -24.9% | -17.1% |
| 6M | -33.2% | +38.0% | -71.1% | -36.0% |
| YTD | -27.2% | +5.9% | -33.1% | -28.3% |
| 1Y | +7.6% | +19.7% | -12.0% | +4.9% |
| 3Y | +122.3% | +20.5% | +101.8% | +113.0% |
| All | +106.9% | -35.1% | +142.1% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling