+58.0%
MRK vs SLV
+118.7%
-60.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.7% | +0.6% |
| 7D | +0.7% | -5.8% | +6.5% | +0.8% |
| 30D | +0.3% | -12.1% | +12.4% | +0.5% |
| 3M | +9.7% | -24.1% | +33.8% | +10.1% |
| 6M | +32.0% | -44.4% | +76.3% | +33.0% |
| YTD | +43.3% | -31.5% | +74.8% | +43.8% |
| 1Y | +63.7% | -6.9% | +70.6% | +65.3% |
| 3Y | +58.0% | +116.0% | -58.0% | +60.5% |
| All | +58.0% | +118.7% | -60.7% | +60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling