+110.0%
SLV vs PL
+11.6%
+98.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -10.1% | +9.6% | +0.3% |
| 7D | -0.7% | -20.5% | +19.8% | +1.1% |
| 30D | -15.4% | -38.8% | +23.4% | -12.0% |
| 3M | -16.3% | -49.1% | +32.8% | -11.9% |
| 6M | -28.8% | -69.4% | +40.6% | -22.5% |
| YTD | -27.1% | -42.3% | +15.2% | -24.7% |
| 1Y | +7.5% | -14.2% | +21.7% | +7.8% |
| 3Y | +121.2% | +398.7% | -277.5% | +89.5% |
| 5Y | +110.0% | +11.1% | +98.8% | +92.1% |
| All | +110.0% | +11.6% | +98.4% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 5y: compounded portfolio wealth divided by compounded PL 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…
5y analysis · Full analysis span regression · 6 months rolling