+110.0%
SLV vs MP
-13.9%
+123.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.6% | +0.3% |
| 7D | -0.7% | -19.0% | +18.2% | +2.1% |
| 30D | -15.4% | -30.5% | +15.1% | -11.1% |
| 3M | -16.3% | -29.6% | +13.3% | -12.4% |
| 6M | -28.8% | -50.4% | +21.6% | -22.4% |
| YTD | -27.1% | -33.2% | +6.1% | -23.3% |
| 1Y | +7.5% | -38.6% | +46.1% | +13.6% |
| 3Y | +121.2% | +105.5% | +15.7% | +92.3% |
| 5Y | +110.0% | -7.8% | +117.8% | +91.7% |
| All | +110.0% | -13.9% | +123.9% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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