-5.0%
MCD vs SLV
+7.4%
-12.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +7.1% | +5.1% | +2.0% | +7.1% |
| 30D | +19.8% | -12.9% | +32.7% | +19.8% |
| 3M | +0.8% | -16.1% | +16.9% | +0.8% |
| 6M | -1.3% | -33.2% | +31.9% | -1.2% |
| YTD | -7.8% | -27.2% | +19.5% | -5.7% |
| 1Y | -5.0% | +7.6% | -12.6% | +1.7% |
| All | -5.0% | +7.4% | -12.3% | +1.7% |
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