+167.8%
SLV vs MDT
-19.6%
+187.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.4% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | +3.3% | +6.0% | -2.7% | +2.1% |
| 3M | -3.6% | +15.5% | -19.1% | -6.5% |
| 6M | -21.8% | +3.4% | -25.2% | -22.3% |
| YTD | -7.8% | -2.2% | -5.7% | -7.7% |
| 1Y | +58.3% | +2.6% | +55.7% | +56.6% |
| 3Y | +182.6% | +27.5% | +155.1% | +164.6% |
| 5Y | +167.8% | -20.1% | +187.9% | +159.9% |
| All | +167.8% | -19.6% | +187.4% | +159.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling