+84.6%
MRK vs SLV
+9.6%
+75.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.2% | -1.2% | +3.8% |
| 7D | +6.7% | -3.9% | +10.6% | +6.8% |
| 30D | +7.8% | -14.5% | +22.2% | +8.3% |
| 3M | +18.2% | -12.4% | +30.6% | +18.8% |
| 6M | +34.7% | -28.5% | +63.2% | +36.0% |
| YTD | +45.8% | -26.8% | +72.6% | +46.8% |
| 1Y | +84.6% | +10.3% | +74.2% | +96.3% |
| All | +84.6% | +9.6% | +75.0% | +96.3% |
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