+239.3%
SLV vs RGEN
+4,928.7%
-4,689.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.3% |
| 7D | +5.1% | -1.9% | +7.0% | +5.2% |
| 30D | -12.9% | +3.7% | -16.7% | -13.1% |
| 3M | -16.1% | +8.8% | -24.9% | -16.6% |
| 6M | -33.2% | +38.0% | -71.1% | -34.7% |
| YTD | -27.2% | +5.9% | -33.1% | -27.8% |
| 1Y | +7.6% | +19.7% | -12.0% | +6.1% |
| 3Y | +122.3% | +20.5% | +101.8% | +116.9% |
| 5Y | +109.7% | -35.0% | +144.7% | +107.9% |
| 10Y | +168.4% | +540.9% | -372.5% | +142.5% |
| All | +239.3% | +4,928.7% | -4,689.4% | +155.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling