+333.1%
SLV vs MDY
+510.6%
-177.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | +6.7% | -1.5% | +8.2% | +7.3% |
| 3M | -10.7% | +0.8% | -11.5% | -10.8% |
| 6M | -20.6% | +7.4% | -28.0% | -22.2% |
| YTD | -7.1% | +15.2% | -22.3% | -10.8% |
| 1Y | +62.0% | +16.5% | +45.4% | +55.0% |
| 3Y | +169.8% | +46.8% | +123.0% | +139.0% |
| 5Y | +161.5% | +46.0% | +115.4% | +129.4% |
| 10Y | +224.4% | +172.1% | +52.3% | +128.3% |
| All | +333.1% | +510.6% | -177.5% | +106.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling