+172.7%
SLV vs PBR
+566.8%
-394.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +2.2% |
| 7D | +2.8% | +0.3% | +2.5% | +2.7% |
| 30D | +2.2% | +17.5% | -15.3% | -0.6% |
| 3M | +2.9% | +20.9% | -18.0% | -0.6% |
| 6M | -22.4% | +20.2% | -42.7% | -25.6% |
| YTD | -5.7% | +84.3% | -90.0% | -15.6% |
| 1Y | +63.3% | +77.1% | -13.8% | +46.6% |
| 3Y | +189.0% | +100.8% | +88.2% | +151.5% |
| 5Y | +172.7% | +556.1% | -383.5% | +92.7% |
| All | +172.7% | +566.8% | -394.2% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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