+110.0%
SLV vs PCAR
+108.5%
+1.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.2% |
| 7D | -0.7% | +2.2% | -2.9% | -1.1% |
| 30D | -15.4% | -4.4% | -11.0% | -14.6% |
| 3M | -16.3% | -21.4% | +5.1% | -12.3% |
| 6M | -28.8% | -7.3% | -21.5% | -27.7% |
| YTD | -27.1% | -3.8% | -23.4% | -25.9% |
| 1Y | +7.5% | +6.3% | +1.2% | +8.3% |
| 3Y | +121.2% | +34.4% | +86.8% | +113.3% |
| 5Y | +110.0% | +109.2% | +0.8% | +81.9% |
| All | +110.0% | +108.5% | +1.5% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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