+59.5%
SLV vs PTC
-34.5%
+94.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.0% | +4.8% | -1.6% |
| 7D | -0.3% | -10.3% | +9.9% | -1.1% |
| 30D | +6.7% | +1.1% | +5.5% | +7.2% |
| 3M | -10.7% | +1.6% | -12.3% | -10.5% |
| 6M | -20.6% | -13.5% | -7.1% | -21.8% |
| YTD | -7.1% | -19.1% | +11.9% | -5.5% |
| All | +59.5% | -34.5% | +94.0% | +74.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling