+248.5%
SLV vs RGEN
+5,086.7%
-4,838.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.4% | +2.5% |
| 7D | +5.6% | +3.5% | +2.2% | +5.4% |
| 30D | -12.1% | +2.9% | -15.0% | -12.3% |
| 3M | -16.3% | +9.2% | -25.5% | -16.8% |
| 6M | -34.1% | +44.9% | -79.0% | -35.8% |
| YTD | -25.3% | +9.2% | -34.5% | -26.0% |
| 1Y | +9.6% | +25.3% | -15.7% | +7.8% |
| 3Y | +132.7% | +21.7% | +110.9% | +126.8% |
| 5Y | +113.7% | -34.5% | +148.2% | +111.7% |
| 10Y | +175.9% | +478.9% | -303.0% | +149.8% |
| All | +248.5% | +5,086.7% | -4,838.1% | +162.0% |
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 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