+10.3%
SLV vs PSX
+97.5%
-87.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -4.5% | +9.7% | +4.8% |
| 7D | -3.9% | -5.2% | +1.3% | -4.3% |
| 30D | -14.5% | -3.7% | -10.7% | -14.8% |
| 3M | -12.4% | +26.8% | -39.2% | -11.9% |
| 6M | -28.5% | +47.3% | -75.8% | -27.5% |
| YTD | -26.8% | +105.4% | -132.2% | -31.9% |
| 1Y | +10.3% | +96.9% | -86.6% | +4.6% |
| All | +10.3% | +97.5% | -87.2% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling