+957.9%
MU vs SLV
+94.7%
+863.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.7% | -0.4% |
| 7D | +21.6% | -3.9% | +25.5% | +23.4% |
| 30D | -16.2% | -15.6% | -0.6% | -11.1% |
| 3M | -12.4% | -23.6% | +11.2% | -3.8% |
| 6M | +4.2% | -42.6% | +46.7% | +24.4% |
| YTD | +180.0% | -30.0% | +209.9% | +201.0% |
| 1Y | +226.4% | -6.6% | +233.0% | +216.8% |
| 3Y | +969.7% | +121.8% | +847.9% | +740.9% |
| 5Y | +957.9% | +92.7% | +865.3% | +654.9% |
| All | +957.9% | +94.7% | +863.3% | +654.9% |
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