+116.0%
SLV vs PH
+135.0%
-19.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -5.8% | +4.1% | -10.0% | -6.8% |
| 30D | -12.1% | -0.1% | -12.1% | -12.2% |
| 3M | -24.1% | -9.6% | -14.6% | -22.4% |
| 6M | -44.4% | +8.5% | -52.9% | -45.7% |
| YTD | -31.5% | +9.4% | -40.9% | -33.0% |
| 1Y | -6.9% | +14.2% | -21.1% | -9.6% |
| 3Y | +116.0% | +134.0% | -18.0% | +67.9% |
| All | +116.0% | +135.0% | -19.0% | +67.9% |
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