+1,321.4%
MCD vs SLV
+263.8%
+1,057.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +8.0% | -0.7% | +8.8% | +8.1% |
| 30D | +19.6% | -15.4% | +35.0% | +20.7% |
| 3M | +2.2% | -16.3% | +18.5% | +3.1% |
| 6M | -1.1% | -28.8% | +27.7% | +0.5% |
| YTD | -7.2% | -27.1% | +19.9% | -6.8% |
| 1Y | -6.7% | +7.5% | -14.2% | -8.9% |
| 3Y | +11.6% | +121.2% | -109.6% | +2.9% |
| 5Y | +22.6% | +110.0% | -87.3% | +12.9% |
| 10Y | +218.4% | +168.8% | +49.6% | +183.3% |
| All | +1,321.4% | +263.8% | +1,057.6% | +1,039.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling