+58.3%
SLV vs PFG
+48.9%
+9.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.7% | -0.1% |
| 7D | +2.5% | +6.0% | -3.5% | -0.1% |
| 30D | +3.3% | +2.2% | +1.0% | +2.2% |
| 3M | -3.6% | +10.4% | -14.0% | -8.2% |
| 6M | -21.8% | +27.8% | -49.6% | -31.2% |
| YTD | -7.8% | +33.6% | -41.5% | -19.9% |
| 1Y | +58.3% | +49.3% | +9.0% | +39.1% |
| All | +58.3% | +48.9% | +9.4% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling