+333.1%
SLV vs MDT
+198.8%
+134.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -1.4% |
| 7D | -0.3% | +3.2% | -3.6% | -0.9% |
| 30D | +6.7% | +9.5% | -2.8% | +4.9% |
| 3M | -10.7% | +16.0% | -26.7% | -13.2% |
| 6M | -20.6% | +0.2% | -20.8% | -20.8% |
| YTD | -7.1% | -0.3% | -6.9% | -7.5% |
| 1Y | +62.0% | +4.7% | +57.3% | +59.8% |
| 3Y | +169.8% | +26.5% | +143.3% | +155.9% |
| 5Y | +161.5% | -18.2% | +179.6% | +165.0% |
| 10Y | +224.4% | +40.0% | +184.4% | +192.8% |
| All | +333.1% | +198.8% | +134.3% | +208.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling