+339.6%
SLV vs MCK
+2,059.8%
-1,720.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.3% |
| 7D | +2.8% | -3.6% | +6.4% | +3.0% |
| 30D | +2.2% | +1.4% | +0.8% | +2.1% |
| 3M | +2.9% | +13.8% | -10.9% | +2.1% |
| 6M | -22.4% | -5.2% | -17.3% | -22.2% |
| YTD | -5.7% | +9.0% | -14.8% | -6.5% |
| 1Y | +63.3% | +26.9% | +36.4% | +60.0% |
| 3Y | +189.0% | +114.7% | +74.3% | +168.4% |
| 5Y | +172.7% | +347.1% | -174.5% | +134.8% |
| 10Y | +235.3% | +446.4% | -211.1% | +176.8% |
| All | +339.6% | +2,059.8% | -1,720.2% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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