+128.3%
SLV vs PSX
+151.6%
-23.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.8% | +0.1% |
| 7D | -1.1% | -0.4% | -0.7% | -1.1% |
| 30D | -14.2% | -8.1% | -6.1% | -13.8% |
| 3M | -20.3% | +15.9% | -36.2% | -21.8% |
| 6M | -40.2% | +49.4% | -89.6% | -42.9% |
| YTD | -27.6% | +104.7% | -132.2% | -34.9% |
| 1Y | +0.4% | +89.1% | -88.7% | -8.6% |
| All | +128.3% | +151.6% | -23.3% | +96.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling