+49.0%
MRK vs SLV
+185.9%
-136.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.7% |
| 7D | -2.7% | +2.8% | -5.5% | -2.7% |
| 30D | +12.7% | +2.2% | +10.5% | +12.6% |
| 3M | +24.2% | +2.9% | +21.3% | +24.2% |
| 6M | +27.8% | -22.4% | +50.2% | +27.9% |
| YTD | +42.2% | -5.7% | +48.0% | +41.9% |
| 1Y | +80.2% | +63.3% | +16.9% | +81.0% |
| All | +49.0% | +185.9% | -136.9% | +47.5% |
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