+183.2%
SLV vs PTC
+317.3%
-134.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -1.1% | +0.5% | -1.6% | -1.1% |
| 30D | -14.2% | +0.9% | -15.1% | -14.3% |
| 3M | -20.3% | +30.4% | -50.7% | -23.1% |
| 6M | -40.2% | +34.4% | -74.6% | -42.6% |
| YTD | -27.6% | +12.6% | -40.2% | -29.2% |
| 1Y | +0.4% | +10.2% | -9.8% | -1.5% |
| 3Y | +129.4% | +29.4% | +100.0% | +116.7% |
| 5Y | +99.8% | +63.7% | +36.0% | +80.4% |
| 10Y | +183.2% | +316.9% | -133.6% | +137.9% |
| All | +183.2% | +317.3% | -134.1% | +137.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling