+58.3%
SLV vs MSFU
-18.4%
+76.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.6% | -0.5% |
| 7D | +2.5% | -3.2% | +5.7% | +2.9% |
| 30D | +3.3% | -3.1% | +6.4% | +3.6% |
| 3M | -3.6% | +35.3% | -38.9% | -8.1% |
| 6M | -21.8% | +31.6% | -53.4% | -25.8% |
| YTD | -7.8% | -9.5% | +1.7% | -9.0% |
| 1Y | +58.3% | -18.4% | +76.7% | +52.3% |
| All | +58.3% | -18.4% | +76.7% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling