+830.0%
MRK vs SLV
+363.7%
+466.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.2% |
| 7D | +1.3% | -0.3% | +1.7% | +1.3% |
| 30D | +17.1% | +6.7% | +10.5% | +16.6% |
| 3M | +25.9% | -10.7% | +36.6% | +26.7% |
| 6M | +26.8% | -20.6% | +47.4% | +28.5% |
| YTD | +44.9% | -7.1% | +52.1% | +43.4% |
| 1Y | +84.8% | +62.0% | +22.9% | +74.1% |
| 3Y | +50.1% | +169.8% | -119.7% | +34.1% |
| 5Y | +127.4% | +161.5% | -34.0% | +102.5% |
| 10Y | +240.0% | +224.4% | +15.6% | +191.1% |
| All | +830.0% | +363.7% | +466.3% | +574.4% |
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 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