+9.0%
MSFT vs SLV
+9.6%
-0.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +5.2% | +1.5% | +6.2% |
| 7D | +4.7% | -3.9% | +8.5% | +5.0% |
| 30D | +5.8% | -14.5% | +20.3% | +7.1% |
| 3M | +13.0% | -12.4% | +25.4% | +13.9% |
| 6M | +34.9% | -28.5% | +63.4% | +37.4% |
| YTD | +15.7% | -26.8% | +42.4% | +16.1% |
| 1Y | +9.0% | +10.3% | -1.4% | -0.7% |
| All | +9.0% | +9.6% | -0.6% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling