+165.7%
SLV vs PTC
+6.0%
+159.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.0% | +4.8% | -0.7% |
| 7D | -0.3% | -10.3% | +9.9% | +0.6% |
| 30D | +6.7% | +1.1% | +5.5% | +6.6% |
| 3M | -10.7% | +1.6% | -12.3% | -11.0% |
| 6M | -20.6% | -13.5% | -7.1% | -19.6% |
| YTD | -7.1% | -19.1% | +11.9% | -5.3% |
| 1Y | +62.0% | -33.9% | +95.9% | +69.9% |
| 3Y | +169.8% | -3.9% | +173.7% | +162.1% |
| All | +165.7% | +6.0% | +159.7% | +149.1% |
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