+161.5%
SLV vs MRNA
-70.5%
+232.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.0% | -5.3% |
| 7D | -5.0% | -8.2% | +3.2% | -4.7% |
| 30D | -1.8% | +125.6% | -127.4% | -9.6% |
| 3M | -0.3% | +197.1% | -197.3% | -10.5% |
| 6M | -28.2% | +148.5% | -176.7% | -34.8% |
| YTD | -10.7% | +363.3% | -374.0% | -21.9% |
| 1Y | +53.7% | +462.0% | -408.3% | +32.8% |
| 3Y | +173.7% | +26.9% | +146.8% | +145.8% |
| 5Y | +161.5% | -69.6% | +231.1% | +133.3% |
| All | +161.5% | -70.5% | +232.0% | +133.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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