+165.7%
SLV vs MMM
+24.5%
+141.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.2% |
| 7D | -0.3% | -3.3% | +3.0% | +0.2% |
| 30D | +6.7% | -7.0% | +13.7% | +7.9% |
| 3M | -10.7% | +10.8% | -21.5% | -12.2% |
| 6M | -20.6% | +5.8% | -26.4% | -21.5% |
| YTD | -7.1% | +6.8% | -13.9% | -8.4% |
| 1Y | +62.0% | +10.4% | +51.6% | +59.1% |
| 3Y | +169.8% | +104.7% | +65.1% | +141.8% |
| All | +165.7% | +24.5% | +141.3% | +146.2% |
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