+177.1%
SLV vs PH
+134.7%
+42.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -0.3% | -3.1% | +2.7% | +0.3% |
| 30D | +6.7% | -3.2% | +9.9% | +7.3% |
| 3M | -10.7% | +10.6% | -21.3% | -12.9% |
| 6M | -20.6% | -2.1% | -18.5% | -20.8% |
| YTD | -7.1% | +10.2% | -17.3% | -9.0% |
| 1Y | +62.0% | +28.2% | +33.8% | +55.0% |
| All | +177.1% | +134.7% | +42.3% | +140.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling