-3.2%
MCD vs SLV
+2.9%
-6.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.3% |
| 7D | +7.3% | +3.7% | +3.6% | +7.2% |
| 30D | +20.0% | -15.2% | +35.1% | +20.0% |
| 3M | +3.8% | -21.8% | +25.6% | +3.9% |
| 6M | +3.8% | -36.3% | +40.1% | +4.0% |
| YTD | -5.9% | -27.8% | +22.0% | -3.8% |
| 1Y | -3.2% | +1.5% | -4.7% | +2.5% |
| All | -3.2% | +2.9% | -6.1% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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