+182.0%
SLV vs PH
+700.5%
-518.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.7% | -3.0% |
| 7D | -3.9% | +7.4% | -11.2% | -5.1% |
| 30D | -15.6% | +0.5% | -16.1% | -15.8% |
| 3M | -23.6% | -10.2% | -13.4% | -22.2% |
| 6M | -42.6% | +8.9% | -51.5% | -43.5% |
| YTD | -30.0% | +9.7% | -39.6% | -31.1% |
| 1Y | -6.6% | +12.8% | -19.4% | -8.5% |
| 3Y | +121.8% | +134.6% | -12.8% | +91.8% |
| 5Y | +92.7% | +204.5% | -111.9% | +57.2% |
| All | +182.0% | +700.5% | -518.5% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling