+277.4%
SLV vs MGY
+206.7%
+70.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -1.0% |
| 7D | +2.5% | -0.9% | +3.4% | +2.6% |
| 30D | +3.3% | +10.1% | -6.9% | +2.3% |
| 3M | -3.6% | -1.5% | -2.1% | -3.6% |
| 6M | -21.8% | -4.9% | -16.9% | -21.9% |
| YTD | -7.8% | +27.7% | -35.5% | -10.6% |
| 1Y | +58.3% | +20.1% | +38.2% | +54.3% |
| 3Y | +182.6% | +24.9% | +157.7% | +172.5% |
| 5Y | +167.8% | +91.6% | +76.2% | +147.9% |
| All | +277.4% | +206.7% | +70.7% | +210.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling