+174.7%
SLV vs PGR
+75.0%
+99.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.1% |
| 7D | -2.8% | -0.6% | -2.2% | -2.9% |
| 30D | -1.6% | +4.9% | -6.5% | -1.1% |
| 3M | -4.4% | +7.6% | -12.1% | -3.6% |
| 6M | -25.4% | +8.3% | -33.7% | -24.6% |
| YTD | -9.8% | +1.7% | -11.5% | -8.9% |
| 1Y | +53.8% | -6.8% | +60.6% | +55.7% |
| 3Y | +174.7% | +73.4% | +101.2% | +154.3% |
| All | +174.7% | +75.0% | +99.7% | +154.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 3y: compounded portfolio wealth divided by compounded PGR 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…
3y analysis · Full analysis span regression · 6 months rolling