+133.6%
MRK vs SLV
+170.6%
-37.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.7% |
| 7D | -2.7% | +2.8% | -5.5% | -2.8% |
| 30D | +12.7% | +2.2% | +10.5% | +12.6% |
| 3M | +24.2% | +2.9% | +21.3% | +24.1% |
| 6M | +27.8% | -22.4% | +50.2% | +28.3% |
| YTD | +42.2% | -5.7% | +48.0% | +41.3% |
| 1Y | +80.2% | +63.3% | +16.9% | +76.5% |
| 3Y | +48.4% | +189.0% | -140.6% | +40.8% |
| 5Y | +133.6% | +172.7% | -39.1% | +121.4% |
| All | +133.6% | +170.6% | -37.0% | +121.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling