+329.8%
SLV vs MKSI
+1,314.1%
-984.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.7% | -1.0% |
| 7D | +2.5% | +7.7% | -5.2% | +1.5% |
| 30D | +3.3% | -12.9% | +16.1% | +5.0% |
| 3M | -3.6% | -14.8% | +11.3% | -2.3% |
| 6M | -21.8% | +26.6% | -48.5% | -24.7% |
| YTD | -7.8% | +66.6% | -74.4% | -14.0% |
| 1Y | +58.3% | +144.6% | -86.3% | +40.6% |
| 3Y | +182.6% | +193.1% | -10.6% | +139.6% |
| 5Y | +167.8% | +88.6% | +79.2% | +132.9% |
| 10Y | +218.9% | +490.9% | -272.0% | +133.7% |
| All | +329.8% | +1,314.1% | -984.3% | +163.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling