+183.2%
SLV vs PLD
+269.0%
-85.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -1.1% | -1.0% | -0.1% | -0.9% |
| 30D | -14.2% | -1.8% | -12.3% | -13.8% |
| 3M | -20.3% | -6.0% | -14.3% | -19.2% |
| 6M | -40.2% | -8.4% | -31.8% | -39.1% |
| YTD | -27.6% | +4.2% | -31.8% | -28.3% |
| 1Y | +0.4% | +6.2% | -5.8% | -0.9% |
| 3Y | +129.4% | +37.0% | +92.4% | +111.6% |
| 5Y | +99.8% | +1.2% | +98.6% | +93.0% |
| 10Y | +183.2% | +272.2% | -89.0% | +122.5% |
| All | +183.2% | +269.0% | -85.8% | +122.5% |
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