+113.7%
SLV vs PEG
+43.1%
+70.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.3% | -0.6% | +1.7% |
| 7D | +5.6% | +0.9% | +4.8% | +5.4% |
| 30D | -12.1% | +3.8% | -15.9% | -13.2% |
| 3M | -16.3% | +0.1% | -16.3% | -16.5% |
| 6M | -34.1% | -1.0% | -33.1% | -34.1% |
| YTD | -25.3% | -4.1% | -21.1% | -24.6% |
| 1Y | +9.6% | -6.9% | +16.5% | +11.6% |
| 3Y | +132.7% | +35.6% | +97.0% | +102.1% |
| 5Y | +113.7% | +42.8% | +70.9% | +86.1% |
| All | +113.7% | +43.1% | +70.5% | +86.1% |
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