+819.5%
MRK vs SLV
+242.1%
+577.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.7% | +0.7% |
| 7D | +0.7% | -5.8% | +6.5% | +1.1% |
| 30D | +0.3% | -12.1% | +12.4% | +1.2% |
| 3M | +9.7% | -24.1% | +33.8% | +11.8% |
| 6M | +32.0% | -44.4% | +76.3% | +37.4% |
| YTD | +43.3% | -31.5% | +74.8% | +44.8% |
| 1Y | +63.7% | -6.9% | +70.6% | +61.1% |
| 3Y | +58.0% | +116.0% | -58.0% | +43.2% |
| 5Y | +105.0% | +88.4% | +16.5% | +87.0% |
| 10Y | +228.6% | +167.9% | +60.7% | +184.5% |
| All | +819.5% | +242.1% | +577.4% | +581.2% |
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