+219.9%
SLV vs MRSH
+218.8%
+1.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -2.8% | -4.8% | +1.9% | -2.4% |
| 30D | -1.6% | -6.3% | +4.7% | -1.0% |
| 3M | -4.4% | +5.8% | -10.2% | -5.3% |
| 6M | -25.4% | +2.8% | -28.2% | -26.0% |
| YTD | -9.8% | -3.1% | -6.7% | -9.9% |
| 1Y | +53.8% | -11.3% | +65.1% | +55.9% |
| 3Y | +174.7% | -5.0% | +179.6% | +172.1% |
| 5Y | +164.3% | +19.2% | +145.1% | +147.3% |
| All | +219.9% | +218.8% | +1.0% | +164.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 10y: compounded portfolio wealth divided by compounded MRSH 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…
10y analysis · Full analysis span regression · 6 months rolling