+218.9%
SLV vs PH
+794.6%
-575.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | +3.3% | -10.8% | +14.1% | +5.2% |
| 3M | -3.6% | +8.5% | -12.0% | -5.1% |
| 6M | -21.8% | +3.9% | -25.7% | -22.5% |
| YTD | -7.8% | +9.4% | -17.3% | -9.3% |
| 1Y | +58.3% | +26.8% | +31.5% | +52.1% |
| 3Y | +182.6% | +140.8% | +41.8% | +143.1% |
| 5Y | +167.8% | +253.8% | -86.0% | +113.6% |
| 10Y | +218.9% | +792.3% | -573.5% | +120.5% |
| All | +218.9% | +794.6% | -575.8% | +120.5% |
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