+182.6%
SLV vs PSX
+138.7%
+43.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.3% | -0.9% |
| 7D | +2.5% | +2.8% | -0.3% | +2.2% |
| 30D | +3.3% | +27.8% | -24.5% | +0.7% |
| 3M | -3.6% | +42.0% | -45.6% | -7.1% |
| 6M | -21.8% | +58.1% | -79.9% | -26.1% |
| YTD | -7.8% | +105.0% | -112.9% | -16.7% |
| 1Y | +58.3% | +104.9% | -46.6% | +42.8% |
| 3Y | +182.6% | +134.1% | +48.5% | +149.3% |
| All | +182.6% | +138.7% | +43.9% | +149.3% |
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