+333.1%
SLV vs RGEN
+4,758.0%
-4,424.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.1% |
| 7D | -0.3% | -4.9% | +4.6% | 0.0% |
| 30D | +6.7% | +5.7% | +1.0% | +6.3% |
| 3M | -10.7% | +32.4% | -43.1% | -12.3% |
| 6M | -20.6% | +33.2% | -53.8% | -22.2% |
| YTD | -7.1% | +2.3% | -9.4% | -7.5% |
| 1Y | +62.0% | +39.0% | +23.0% | +58.5% |
| 3Y | +169.8% | -4.6% | +174.5% | +166.3% |
| 5Y | +161.5% | -42.7% | +204.1% | +160.9% |
| 10Y | +224.4% | +433.6% | -209.2% | +195.4% |
| All | +333.1% | +4,758.0% | -4,424.9% | +227.2% |
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