+146.2%
SLV vs PL
+84.9%
+61.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -1.1% |
| 7D | -0.3% | -9.3% | +9.0% | +0.4% |
| 30D | +6.7% | -18.9% | +25.6% | +8.4% |
| 3M | -10.7% | -58.4% | +47.7% | -5.0% |
| 6M | -20.6% | -30.3% | +9.7% | -19.3% |
| YTD | -7.1% | -8.1% | +1.0% | -7.4% |
| 1Y | +62.0% | +180.5% | -118.5% | +48.7% |
| 3Y | +169.8% | +444.1% | -274.3% | +128.0% |
| 5Y | +161.5% | +83.0% | +78.4% | +139.8% |
| All | +146.2% | +84.9% | +61.3% | +125.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling