+106.9%
SLV vs MMM
+44.4%
+62.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | +5.1% | +6.2% | -1.1% | +4.1% |
| 30D | -12.9% | +14.2% | -27.1% | -14.8% |
| 3M | -16.1% | +2.9% | -19.0% | -16.6% |
| 6M | -33.2% | +27.6% | -60.7% | -35.8% |
| YTD | -27.2% | +17.3% | -44.5% | -29.4% |
| 1Y | +7.6% | +15.1% | -7.5% | +4.7% |
| 3Y | +122.3% | +157.1% | -34.8% | +91.3% |
| All | +106.9% | +44.4% | +62.5% | +93.9% |
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