+89.9%
SLV vs MMM
+42.2%
+47.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.0% |
| 7D | -5.8% | -0.8% | -5.0% | -5.7% |
| 30D | -12.1% | +11.7% | -23.8% | -13.7% |
| 3M | -24.1% | +1.0% | -25.1% | -24.3% |
| 6M | -44.4% | +26.0% | -70.4% | -46.5% |
| YTD | -31.5% | +16.3% | -47.8% | -33.4% |
| 1Y | -6.9% | +9.6% | -16.6% | -9.0% |
| 3Y | +116.0% | +157.3% | -41.3% | +85.7% |
| All | +89.9% | +42.2% | +47.7% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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