+63.3%
SLV vs PSX
+104.4%
-41.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.6% | +2.3% |
| 7D | +2.8% | +1.8% | +1.0% | +2.9% |
| 30D | +2.2% | +21.6% | -19.4% | +3.0% |
| 3M | +2.9% | +46.5% | -43.6% | +4.3% |
| 6M | -22.4% | +62.0% | -84.4% | -22.6% |
| YTD | -5.7% | +106.3% | -112.1% | -10.7% |
| 1Y | +63.3% | +103.0% | -39.7% | +55.1% |
| All | +63.3% | +104.4% | -41.1% | +55.1% |
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