+329.8%
SLV vs PBR
+291.8%
+38.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.3% | -1.3% |
| 7D | +2.5% | +2.5% | 0.0% | +2.1% |
| 30D | +3.3% | +19.4% | -16.1% | +0.1% |
| 3M | -3.6% | +20.8% | -24.4% | -6.9% |
| 6M | -21.8% | +23.5% | -45.3% | -25.2% |
| YTD | -7.8% | +83.4% | -91.2% | -17.3% |
| 1Y | +58.3% | +77.6% | -19.3% | +42.5% |
| 3Y | +182.6% | +99.9% | +82.7% | +146.4% |
| 5Y | +167.8% | +567.7% | -399.9% | +85.2% |
| 10Y | +218.9% | +621.5% | -402.7% | +90.0% |
| All | +329.8% | +291.8% | +38.0% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling