+172.7%
SLV vs MDY
+45.8%
+126.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.3% | +2.8% |
| 7D | +2.8% | -0.8% | +3.6% | +3.2% |
| 30D | +2.2% | -3.9% | +6.1% | +4.1% |
| 3M | +2.9% | 0.0% | +2.9% | +3.1% |
| 6M | -22.4% | +8.5% | -31.0% | -24.7% |
| YTD | -5.7% | +13.2% | -19.0% | -9.7% |
| 1Y | +63.3% | +15.0% | +48.3% | +55.6% |
| 3Y | +189.0% | +49.6% | +139.4% | +150.5% |
| 5Y | +172.7% | +46.0% | +126.6% | +131.2% |
| All | +172.7% | +45.8% | +126.8% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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