+161.5%
SLV vs MGY
+85.2%
+76.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.3% |
| 7D | -5.0% | +1.8% | -6.8% | -5.3% |
| 30D | -1.8% | +6.5% | -8.3% | -2.7% |
| 3M | -0.3% | +0.3% | -0.6% | -0.6% |
| 6M | -28.2% | -2.4% | -25.8% | -28.7% |
| YTD | -10.7% | +29.0% | -39.7% | -15.3% |
| 1Y | +53.7% | +17.0% | +36.7% | +47.9% |
| 3Y | +173.7% | +26.2% | +147.5% | +156.4% |
| 5Y | +161.5% | +92.3% | +69.2% | +125.6% |
| All | +161.5% | +85.2% | +76.3% | +125.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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