+161.5%
SLV vs MRSH
+19.1%
+142.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.3% |
| 7D | -5.0% | -5.9% | +0.9% | -5.1% |
| 30D | -1.8% | -7.3% | +5.5% | -1.9% |
| 3M | -0.3% | +6.7% | -6.9% | -0.4% |
| 6M | -28.2% | +3.0% | -31.2% | -28.2% |
| YTD | -10.7% | -2.9% | -7.8% | -10.4% |
| 1Y | +53.7% | -9.0% | +62.7% | +55.5% |
| 3Y | +173.7% | -4.3% | +178.0% | +170.7% |
| 5Y | +161.5% | +19.4% | +142.0% | +147.8% |
| All | +161.5% | +19.1% | +142.4% | +147.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling