+167.8%
SLV vs PEG
+38.2%
+129.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | +2.5% | +1.0% | +1.5% | +2.2% |
| 30D | +3.3% | -1.9% | +5.1% | +3.8% |
| 3M | -3.6% | -3.7% | +0.1% | -2.7% |
| 6M | -21.8% | -9.4% | -12.4% | -19.4% |
| YTD | -7.8% | -6.0% | -1.8% | -6.3% |
| 1Y | +58.3% | -4.4% | +62.6% | +59.9% |
| 3Y | +182.6% | +33.5% | +149.1% | +147.0% |
| 5Y | +167.8% | +35.7% | +132.0% | +127.0% |
| All | +167.8% | +38.2% | +129.6% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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