+1,315.7%
MU vs SLV
+163.9%
+1,151.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.5% |
| 7D | +9.0% | -0.3% | +9.3% | +9.1% |
| 30D | +13.8% | +6.7% | +7.1% | +11.3% |
| 3M | +2.1% | -10.7% | +12.8% | +5.7% |
| 6M | +153.8% | -20.6% | +174.4% | +170.4% |
| YTD | +256.4% | -7.1% | +263.5% | +247.7% |
| 1Y | +719.8% | +62.0% | +657.8% | +565.7% |
| 3Y | +1,360.4% | +169.8% | +1,190.5% | +955.2% |
| All | +1,315.7% | +163.9% | +1,151.8% | +861.1% |
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