+92.7%
SLV vs PTC
+62.5%
+30.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.3% | -3.3% |
| 7D | -3.9% | +0.8% | -4.7% | -3.9% |
| 30D | -15.6% | +1.2% | -16.8% | -15.7% |
| 3M | -23.6% | +32.6% | -56.2% | -25.4% |
| 6M | -42.6% | +36.1% | -78.6% | -44.1% |
| YTD | -30.0% | +12.7% | -42.6% | -30.5% |
| 1Y | -6.6% | +10.2% | -16.8% | -7.0% |
| 3Y | +121.8% | +29.4% | +92.4% | +110.9% |
| 5Y | +92.7% | +61.1% | +31.6% | +76.1% |
| All | +92.7% | +62.5% | +30.2% | +76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling