+1,106.1%
MUU vs SLV
+66.2%
+1,039.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.9% | +0.4% |
| 7D | -32.5% | +3.7% | -36.1% | -34.9% |
| 30D | -55.2% | -15.2% | -40.1% | -48.2% |
| 3M | -40.7% | -21.8% | -19.0% | -26.0% |
| 6M | -43.9% | -36.3% | -7.6% | -15.8% |
| YTD | +203.2% | -27.8% | +231.0% | +223.9% |
| 1Y | +257.0% | +1.5% | +255.5% | +124.3% |
| All | +1,106.1% | +66.2% | +1,039.9% | +241.3% |
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