+176.1%
SLV vs RSG
+90.7%
+85.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.4% | +1.9% | +2.2% |
| 7D | +2.8% | 0.0% | +2.8% | +2.8% |
| 30D | +2.2% | +3.7% | -1.5% | +1.9% |
| 3M | +2.9% | +6.2% | -3.3% | +2.2% |
| 6M | -22.4% | -2.8% | -19.6% | -21.7% |
| YTD | -5.7% | +5.9% | -11.6% | -6.4% |
| 1Y | +63.3% | -1.8% | +65.1% | +64.4% |
| 3Y | +189.0% | +57.5% | +131.5% | +159.9% |
| All | +176.1% | +90.7% | +85.4% | +147.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling