+219.9%
SLV vs MKSI
+524.1%
-304.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.8% |
| 7D | -2.8% | +2.7% | -5.5% | -3.2% |
| 30D | -1.6% | -12.8% | +11.2% | +0.2% |
| 3M | -4.4% | -22.5% | +18.1% | -1.8% |
| 6M | -25.4% | +19.4% | -44.8% | -27.7% |
| YTD | -9.8% | +67.7% | -77.5% | -16.0% |
| 1Y | +53.8% | +131.4% | -77.6% | +37.6% |
| 3Y | +174.7% | +197.3% | -22.7% | +133.1% |
| 5Y | +164.3% | +87.0% | +77.3% | +129.6% |
| All | +219.9% | +524.1% | -304.2% | +175.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling