+3.3%
PEP vs SLV
+108.2%
-104.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +6.7% | -0.7% | +7.4% | +6.6% |
| 30D | +13.5% | -15.4% | +28.9% | +13.6% |
| 3M | +3.9% | -16.3% | +20.2% | +4.0% |
| 6M | -6.0% | -28.8% | +22.8% | -5.8% |
| YTD | +2.5% | -27.1% | +29.6% | +1.6% |
| 1Y | +3.9% | +7.5% | -3.6% | +1.7% |
| 3Y | -4.7% | +121.2% | -125.8% | -11.5% |
| All | +3.3% | +108.2% | -104.9% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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