+333.1%
SLV vs PTC
+853.5%
-520.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.0% | +4.8% | -0.5% |
| 7D | -0.3% | -10.3% | +9.9% | +0.9% |
| 30D | +6.7% | +1.1% | +5.5% | +6.5% |
| 3M | -10.7% | +1.6% | -12.3% | -11.2% |
| 6M | -20.6% | -13.5% | -7.1% | -19.6% |
| YTD | -7.1% | -19.1% | +11.9% | -5.5% |
| 1Y | +62.0% | -33.9% | +95.9% | +69.1% |
| 3Y | +169.8% | -3.9% | +173.7% | +165.7% |
| 5Y | +161.5% | +6.0% | +155.4% | +151.6% |
| 10Y | +224.4% | +223.7% | +0.7% | +164.8% |
| All | +333.1% | +853.5% | -520.4% | +146.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling