+167.8%
SLV vs TRGP
+631.5%
-463.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.2% | -1.0% |
| 7D | +2.5% | -0.6% | +3.1% | +2.6% |
| 30D | +3.3% | +14.6% | -11.3% | +0.6% |
| 3M | -3.6% | +11.9% | -15.5% | -6.0% |
| 6M | -21.8% | +25.3% | -47.1% | -25.8% |
| YTD | -7.8% | +61.9% | -69.7% | -17.1% |
| 1Y | +58.3% | +87.3% | -29.0% | +37.7% |
| 3Y | +182.6% | +268.0% | -85.4% | +107.8% |
| 5Y | +167.8% | +638.2% | -470.4% | +68.3% |
| All | +167.8% | +631.5% | -463.7% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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