+226.7%
SLV vs MDY
+496.1%
-269.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.9% |
| 7D | -3.9% | +3.0% | -6.9% | -4.8% |
| 30D | -15.6% | +0.8% | -16.5% | -15.8% |
| 3M | -23.6% | -5.1% | -18.5% | -22.1% |
| 6M | -42.6% | +1.2% | -43.7% | -42.6% |
| YTD | -30.0% | +12.5% | -42.4% | -32.1% |
| 1Y | -6.6% | +13.8% | -20.4% | -9.8% |
| 3Y | +121.8% | +56.4% | +65.4% | +93.1% |
| 5Y | +92.7% | +35.3% | +57.3% | +73.4% |
| 10Y | +174.0% | +167.7% | +6.2% | +94.1% |
| All | +226.7% | +496.1% | -269.5% | +57.4% |
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