+214.0%
SLV vs PLD
+236.1%
-22.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -0.3% | -2.4% | +2.1% | +0.2% |
| 30D | +6.7% | -2.4% | +9.1% | +7.3% |
| 3M | -10.7% | -3.8% | -6.9% | -10.1% |
| 6M | -20.6% | 0.0% | -20.6% | -20.7% |
| YTD | -7.1% | +9.2% | -16.4% | -9.0% |
| 1Y | +62.0% | +25.9% | +36.1% | +53.9% |
| 3Y | +169.8% | +21.3% | +148.5% | +154.9% |
| 5Y | +161.5% | +14.1% | +147.3% | +145.7% |
| All | +214.0% | +236.1% | -22.1% | +146.5% |
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