+122.3%
SLV vs MDT
+54.6%
+67.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.3% |
| 7D | +5.1% | +5.4% | -0.4% | +4.4% |
| 30D | -12.9% | +19.1% | -32.0% | -14.9% |
| 3M | -16.1% | +19.5% | -35.5% | -18.2% |
| 6M | -33.2% | +33.5% | -66.6% | -36.2% |
| YTD | -27.2% | +8.7% | -35.9% | -28.1% |
| 1Y | +7.6% | +16.8% | -9.2% | +4.9% |
| 3Y | +122.3% | +53.0% | +69.4% | +93.0% |
| All | +122.3% | +54.6% | +67.8% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 3y: compounded portfolio wealth divided by compounded MDT 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…
3y analysis · Full analysis span regression · 6 months rolling