+171.1%
SLV vs PLD
+236.3%
-65.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | +5.1% | -0.8% | +5.9% | +5.3% |
| 30D | -12.9% | -0.3% | -12.6% | -12.9% |
| 3M | -16.1% | -8.0% | -8.0% | -14.5% |
| 6M | -33.2% | -9.8% | -23.4% | -31.7% |
| YTD | -27.2% | +1.8% | -29.0% | -27.6% |
| 1Y | +7.6% | +5.6% | +2.0% | +6.3% |
| 3Y | +122.3% | +33.3% | +89.1% | +106.4% |
| 5Y | +109.7% | +0.3% | +109.4% | +103.0% |
| All | +171.1% | +236.3% | -65.2% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling