+346.9%
PEP vs SLV
+263.8%
+83.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +6.7% | -0.7% | +7.4% | +6.7% |
| 30D | +13.5% | -15.4% | +28.9% | +14.3% |
| 3M | +3.9% | -16.3% | +20.2% | +4.7% |
| 6M | -6.0% | -28.8% | +22.8% | -4.7% |
| YTD | +2.5% | -27.1% | +29.6% | +2.6% |
| 1Y | +3.9% | +7.5% | -3.6% | +1.6% |
| 3Y | -4.7% | +121.2% | -125.8% | -11.6% |
| 5Y | +1.1% | +110.0% | -108.9% | -6.4% |
| 10Y | +83.8% | +168.8% | -84.9% | +65.1% |
| All | +346.9% | +263.8% | +83.1% | +267.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling