+113.7%
SLV vs PLD
+1.8%
+111.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +2.0% |
| 7D | +5.6% | +0.7% | +4.9% | +5.5% |
| 30D | -12.1% | +0.8% | -12.9% | -12.3% |
| 3M | -16.3% | -6.1% | -10.2% | -15.0% |
| 6M | -34.1% | -8.0% | -26.0% | -32.8% |
| YTD | -25.3% | +4.7% | -29.9% | -26.1% |
| 1Y | +9.6% | +7.2% | +2.4% | +7.9% |
| 3Y | +132.7% | +39.2% | +93.5% | +113.4% |
| 5Y | +113.7% | +1.9% | +111.8% | +103.6% |
| All | +113.7% | +1.8% | +111.9% | +103.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling