+4.4%
PEP vs SLV
+90.3%
-85.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.4% | +2.2% |
| 7D | +2.9% | -5.8% | +8.7% | +2.9% |
| 30D | +12.5% | -12.1% | +24.6% | +12.5% |
| 3M | +4.5% | -24.1% | +28.7% | +4.7% |
| 6M | -0.5% | -44.4% | +43.9% | +0.2% |
| YTD | +4.4% | -31.5% | +35.9% | +3.5% |
| 1Y | +4.4% | -6.9% | +11.3% | +2.4% |
| 3Y | -3.4% | +116.0% | -119.4% | -10.9% |
| All | +4.4% | +90.3% | -85.9% | -2.6% |
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