-6.9%
SLV vs PHM
+7.4%
-14.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -5.8% | -4.1% | -1.7% | -4.8% |
| 30D | -12.1% | +16.1% | -28.3% | -15.3% |
| 3M | -24.1% | -2.5% | -21.6% | -23.7% |
| 6M | -44.4% | +12.9% | -57.3% | -46.9% |
| YTD | -31.5% | +9.0% | -40.5% | -32.6% |
| 1Y | -6.9% | +8.2% | -15.1% | -8.5% |
| All | -6.9% | +7.4% | -14.3% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling