+171.7%
SLV vs RSG
+56.5%
+115.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -5.4% |
| 7D | -5.0% | -1.8% | -3.2% | -5.2% |
| 30D | -1.8% | +2.8% | -4.6% | -1.5% |
| 3M | -0.3% | +4.3% | -4.6% | +0.1% |
| 6M | -28.2% | -0.5% | -27.7% | -27.3% |
| YTD | -10.7% | +5.2% | -16.0% | -10.1% |
| 1Y | +53.7% | -2.1% | +55.8% | +56.2% |
| All | +171.7% | +56.5% | +115.2% | +152.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling