+175.8%
SLV vs RSG
+452.6%
-276.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -5.8% | +2.5% | -8.3% | -6.1% |
| 30D | -12.1% | +12.7% | -24.8% | -13.3% |
| 3M | -24.1% | +17.9% | -42.1% | -25.6% |
| 6M | -44.4% | +25.0% | -69.4% | -46.1% |
| YTD | -31.5% | +20.8% | -52.3% | -33.3% |
| 1Y | -6.9% | +24.3% | -31.2% | -9.9% |
| 3Y | +116.0% | +65.3% | +50.8% | +97.1% |
| 5Y | +88.4% | +99.1% | -10.6% | +65.5% |
| All | +175.8% | +452.6% | -276.8% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling